Quotimiser Help Centre

What Quotimiser does, a suggested setup order for your business profile and overheads, and where to find the key screens for quoting and invoicing.

Sign in and sign up, verify your email, reset a forgotten password, and sign out, plus the basics of keeping your Quotimiser account secure.

Overview stats and recent activity on your dashboard, plus how Free and Pro usage limits appear and what happens as you approach them.

Enter annual business costs, VAT, fuel, default markups, and working time, and see how they feed into every quote so your prices recover overheads.

Reuse saved clients, a materials library, labour rate presets, and tool hire on quotes and invoices so repeat jobs are faster and more consistent.

Build quotes step by step: line types, overhead allocation, a target margin, PDF options, and how quote statuses move from draft to accepted.

Create invoices from a quote or from scratch, add discounts and deposits, track statuses from draft to paid, and send tidy branded PDF invoices.

Log materials, fuel, tools, and other job costs, attach receipt photos, link expenses to invoices and suppliers, and export everything to CSV.

Share secure client portal links so customers can view quotes, pay invoices, and respond, all without creating an account or logging in first.

Connect your Stripe account, offer card pay on the client portal, bank details, manual payments, and staged instalments.

Search by postcode or street to enter client and site addresses quickly, with manual entry as a fallback when a property is not listed.

Save deposit and milestone payment templates once, then reuse them on quotes and invoices so staged payments stay consistent across every job.

Send quotes, invoices, and compliance certificates by email from Quotimiser and see when each message is delivered or opened, so you can follow up.

Draft, issue, and email UK compliance records, link them to invoices, and share via the client portal with public verification for peace of mind.

A portfolio view of current, expiring, and expired certificates per address, with expiry reminders so renewals never catch you or your clients out.

Set your profile and business details, bank payment options, logo, security, subscription, and data privacy, the settings behind every document.

Share your referral link, track signups, and earn £5 Stripe subscription credit when a friend subscribes to a paid plan after their free trial.

Free vs Pro plans, trials and upgrading, and managing your payment details and invoices in Stripe, with billing questions answered in one place.

Where to read the Quotimiser terms of service, privacy policy, and cookie policy, including the named data controller and how we handle your data.

Answers to common questions about quote and invoice totals, plan limits, and how to get support quickly when something does not look right.