Product
Features built for trade jobs
Explore Quotimiser features for UK trades: quotes, invoices, compliance certificates, card and bank payments, overheads, margins, client portals, and VAT.
Each page below is a concise overview of what Quotimiser does in-app. For longer guides, comparisons, and how-tos, see our Resources hub — or try the free calculators.
Quotes & pipeline
Quote generator for UK trades
Build itemised quotes with labour, materials, markup, and VAT so every job price reflects your real costs — not a guess from the van.
Read feature overview →Quote to invoice workflow
Move from approved quote to invoice without retyping line items — one thread of numbers from first estimate through final payment.
Read feature overview →Dashboard and job overview
See quotes and invoices in one place with statuses that reflect where each job sits — from draft quote through sent, accepted, and paid invoice.
Read feature overview →Quote and invoice duplicator
Duplicate an existing quote as a new draft for similar jobs, then turn accepted work into invoices without retyping line items.
Read feature overview →Client, materials, and quote preset libraries
Save customers, copper pipe, labour rates, and tool hire once — then pull them into quotes and invoices instead of retyping the same details every job.
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Invoicing & payments
Invoice generator for trade jobs
Turn accepted work into clear, professional invoices with line items, VAT, and payment expectations — so clients know what to pay and when.
Read feature overview →Staged payments and payment schedules
Split larger jobs into agreed milestones — deposits, interim stages, and balance — so cash flow matches the work and bad debt risk drops.
Read feature overview →VAT on quotes and invoices
Handle UK standard, reduced, and zero-rated lines with ex-VAT and inc-VAT clarity for both you and the client — fewer disputes at payment time.
Read feature overview →Payment methods: cash, bank transfer, and Stripe card pay
Record offline payments, show bank details on invoices, and let clients pay by card from the portal via your connected Stripe account — so you know what is paid and what is still due.
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Profit & costs
Business overhead calculator in-app
Capture van, insurance, tools, office, and other running costs so overhead recovery is consistent across quotes instead of a finger-in-the-air add-on.
Read feature overview →Profit margin on labour and materials
See margin on line items and job totals so you can spot skinny work before you send the quote — and protect the profit you need on every invoice.
Read feature overview →Expense and receipt tracking
Log job costs, scan receipts with AI, track reclaimable VAT, and export to CSV — so you know what each job really cost and have the records to back it up.
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Client experience
Client portals for quotes and invoices
Share a secure link so customers can view quotes, invoices, and payment status without chasing PDFs by email — fewer misunderstandings, faster decisions.
Read feature overview →Email tracking for quotes and invoices
See when client emails are sent, delivered, and opened — so you know whether to chase by phone or wait for them to read the document.
Read feature overview →UK address lookup on quotes and invoices
Search by postcode or street when adding client addresses — fewer typos on PDFs and fewer wrong-site visits from a mistyped line.
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Compliance certificates
UK compliance certificates (gas, electrical, PAT)
Draft and issue CP12, gas installation, electrical installation and condition reports, minor works, PAT records, and custom certificates — with PDFs, client email, portal sharing, and public verification.
Read feature overview →Compliance renewals by property
See which installation addresses have current, expiring, or expired certificates — and start a renewal draft from the compliance dashboard without losing site context.
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Plans
Refer a friend
Earn £5 Stripe subscription credit when someone you invite subscribes to a paid plan after their free trial ends — a simple way to grow.
Read feature overview →Free and Pro plans
Start on a generous free tier for real jobs, then upgrade to Pro for unlimited quotes and invoices when Quotimiser becomes your daily system.
Read feature overview →Email sign-in codes (MFA)
Optional two-step sign-in: after your password, enter a one-time code emailed to your account — available on Free and Pro, including referral sign-ups.
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