QuotePilot

THE WHOLE JOB, IN ONE PLACE

From first enquiry to final invoice.

Capture the work, send a quote worth accepting, invoice what was agreed, and keep every payment and change in view.

Free trial See how it works

Built for trades who would rather be on the job than chasing paperwork.

QuotePilot draft quote with roomed line items and job activity.
QuotePilot partial invoice draft showing quoted and invoiced totals.

Better job details from the start

Professional quotes in your own style

Clear invoices and payment history

HOW IT WORKS

From setup to the final record.

Start with your own services, then keep every customer and invoice step connected.

Set up services easily

Choose your trades and useful starter services, then set your own units and prices. No blank catalogue to build.

Guided service setup showing starter trades and services to choose from.

Get the full picture

Your customer can send rooms, measurements, photos and notes through a structured request form.

Example customer job request with services, rooms and measurements.

Quote with confidence

Use your own services, prices and VAT settings to draft a quote you can edit, brand and send.

Example branded QuotePilot customer quote with item breakdown and totals.

Stay on top of replies

See accepted quotes and change requests on the job board, with the conversation kept beside the work.

Job board showing new, changes requested and accepted quote status filters.

Invoice the agreed work

Create a deposit, partial or remaining-balance invoice from the accepted quote. Keep extra approved work separate.

Example invoice draft with quoted and invoiced item amounts and totals.

Know where things stand

See invoice status and outstanding balances, then record payments, credits and refunds against the job.

Example invoice board with outstanding balances and invoice status filters.

THE DETAILS THAT MATTER

Keep every detail clear as the job moves forward.

Flexible when the work changes; easy to follow when you come back later.

Your prices. Your presentation.

Set up reusable services, measurement units, VAT rates, quote text and branding.

Clear for your customer

Send a customer-safe quote link and PDF. Track acceptance, decline and requests for changes.

Room for changes

Record approved additional work and invoice it separately from the accepted quote.

A proper financial trail

Keep issued invoices, payments, corrections, credit notes and refunds attached to the job.

Spend less time piecing jobs together.

Start with a request. Keep the quote, invoice and outcome connected.

Free trial