Quotes & estimates
From quote to booked without re-typing
Quoting software for tradesmen: build a branded PDF quote from your trade's catalogue in a guided wizard, send it, and watch it move across a board from waiting on the customer to accepted to booked. Customers accept or decline online, choose which lines they want and tell you when suits.
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Watch how it works: Send a quote
Price a job in a guided wizard and send it in one click; it moves along as the customer says yes. A short narrated walkthrough, with captions.
You just watched
Sending a quote in TradeYoke with the quote wizard
A quote in TradeYoke is the start of the job record, not a separate document. The wizard pulls lines from your trade's catalogue, prices them, and produces a branded PDF that reflects its state: draft, sent, accepted, declined or expired. The customer gets a link, not an attachment to lose, and on that page they can accept, decline, untick the optional lines they do not want, say when suits them and message you back. An accepted quote becomes a job with the lines already on it.
What it does
Quotes & estimates in TradeYoke
Quote wizard
Guided, with lines from the trade catalogue and your own; totals and VAT worked out as you go.
Branded, state-aware PDF
Your logo and details; the PDF says whether it is a draft, sent, accepted or expired.
Online accept or decline
A secure link where the customer accepts, declines or deselects lines, with no login.
Scheduling preference
The customer says when suits them on the accept page; it lands on the quote for booking.
Message the office
A reply box on the quote page; the message joins the customer's communications thread.
The quotes board
Waiting on the customer, accepted, ready to book, booked — every quote where it stands.
The real thing
As it looks today
A real screen from the product, not a mock-up. The same screen is on the phone app.
Quote to booked
A quote that doesn't need re-typing
On site
Quoted before you're back in the van
Price it from the catalogue on the phone, send it before you've left the drive.
Waiting, accepted, ready to book 
Accepted
It becomes the job, not a re-type
An accepted quote turns into the job and the invoice without anyone copying it out again.
The paperwork, filed as you go
More of it, as it looks today
The details
Also worth knowing
- Trade cataloguesEach trade ships a service catalogue you can edit; a second trade adds its own.
- Quote to job in one stepAccepted lines carry onto the job and later onto the invoice.
- Sent from the message wizardEmail or text the link now or schedule it; it is recorded on the customer's history.
- ExpiryQuotes carry a valid-until date and the PDF and page say when it has passed.
- Check the quote as your customer will see itThe last step before sending shows the quote exactly as your customer will see it, including where they sign. On a phone each line is a clear form with a description, quantity and unit price, and the total sits on its own row.
- Share link when email is not an optionNo email address for the customer, or email not on your plan? Share link sends the quote link from your phone instead. After saving or sending, TradeYoke opens the quote for you, and prices show your currency.
- Two prices on one quoteA quote can carry a first-clean price and a regular price every few weeks, as separate lines. Canvassers use it for doorstep quotes, and it books onto the round at those prices.
Questions
Asked about quotes & estimates
Can the customer accept on their phone?
Yes. The quote page is a plain web page that works on any phone, with no app or login.
Can I offer optional extras?
Lines can be marked so the customer can untick them on the accept page; the total updates.
Does an accepted quote become an invoice?
It becomes a job first, so you can do the work, and the invoice is raised from the job with the same lines.
Can I check a quote before my customer sees it in TradeYoke?
Yes. The last step of the quote wizard shows the quote exactly as your customer will see it, including where they sign, before you send it. Back, Save draft and Send stay above your phone's navigation buttons. If the customer has no email address, or email is not on your plan, Share link sends the quote link from your phone instead.
Can I quote a first clean and a regular price on one quote?
Yes. In TradeYoke a window cleaning quote can carry a first-clean price and a regular price every few weeks, kept as separate lines. When the customer says yes, the first visit is booked at the first-clean price and then the regular price. Doorstep quoting from canvassing arrived in release 0.3.47.
Related: Invoicing & payments · Jobs & the job wizard · Pricing
See also: quoting faster on site
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