Quotimiser Help Centre

What Quotimiser does, suggested setup order, and where to find key screens.

Sign in, sign up, verify your email, reset your password, and sign out.

Overview stats, recent activity, and how Free vs Pro usage appears.

Annual business costs, VAT, fuel, default markups, and working time — how they feed into quotes.

Saved clients, materials library, labour rate presets, and tool hire — reuse on quotes and invoices.

Steps, line types, overhead allocation, target margin, PDF options, and quote statuses.

Creating invoices from a quote or scratch, discounts, deposits, statuses, and PDFs.

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

Share secure links so clients view quotes, pay invoices, and respond without logging in.

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

Search by postcode or street when entering client addresses, with manual entry as fallback.

Save deposit and milestone templates to reuse on quotes and invoices.

Send quotes, invoices, and compliance certificates by email and see when messages are delivered or opened.

Draft, issue, and email UK compliance records; link to invoices; client portal and public verification.

Portfolio view of current, expiring, and expired certificates per address, plus expiry reminders.

Profile, business details, bank payments, logo, security, subscription, and data privacy.

Share your link, track signups, and earn £5 Stripe subscription credit when friends subscribe to a paid plan.

Free vs Pro, trials, upgrading, and managing payment details in Stripe.

Where to read our terms, privacy policy, and cookie policy.

Common questions about totals, limits, and getting support.