QuotePilot

QUOTING AND INVOICING SOFTWARE FOR UK TRADES

From first enquiry to final invoice.

Capture the work, send a quote worth accepting, book visits and schedule the job, then invoice what was agreed and track every payment.

Free trial See how it works

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

An interactive product runway shows the real QuotePilot pages for choosing trades, creating services, pricing, branding, customer requests, quoting, changes, stages and fixes, tracking, booking visits, invoicing and accountant exports, followed by the time and money saved.

Choose your tradesSelect the work you do and start with a ready-made list of relevant services.
Select your starter servicesChoose the useful work you offer from ready-made categories created for your trades.
Create custom servicesCreate specialist or one-off services with the measurement and pricing method you need.
Set your own pricesStart with useful services, then choose the units and rates that suit your business.
Customise your businessPut your identity, wording and presentation onto every customer document.
Customers can request workCollect the job, rooms, measurements, photos and notes before you visit.
Quote against job requestsTurn the customer brief into a detailed quote without retyping the work.
Negotiate changes with the customerKeep requested changes and revised work connected to the same job.
Create one-off or fix / staged quotesStructure simple jobs or larger work in the way you will actually deliver it.
Track every step of the journeySee new requests, drafts, changes, accepted work and completed jobs together.
Book visits and schedule the workChoose a date and time for surveys, work and follow-ups, with each visit linked to its job.
Invoice any way you needCreate deposit, partial, full, remaining-balance or fix-based invoices.
Output reports for your accountantExport the issued financial record for the period and accounting view you need.
Save timeStop rebuilding the same information across scattered documents and systems.
Save moneyKeep every balance, adjustment and outcome visible before anything is missed.
Get out there and do the real workSpend less of the day on boring paperwork and more of it doing the work you quote.

Better job details from the start

Professional quotes in your own style

Quotes and invoices organised by stage or fix

HOW IT WORKS

From setup to the final record.

Start with your own services, then keep enquiries, quotes, visits and invoices 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 split into stages or fixes, then 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.

Make time for the job

Request a visit to arrange later, or book a date and time straight away. Keep surveys, work and follow-ups with the customer job.

QuotePilot booking form with a kitchen lighting assessment, start and end times and internal notes.

See the work ahead

See booked visits by day or week, find visits still to book, and drag a visit to another day to review and save a new time.

QuotePilot weekly schedule populated with surveys, installation work, testing and an aftercare follow-up.

Invoice the agreed work

Invoice a completed stage or fix, request a deposit or percentage, or bill the remaining balance. Keep approved extra 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.

BUILT AROUND THE WAY TRADES WORK

Find QuotePilot for your trade

Choose a trade guide with realistic examples, or create your own setup from scratch.

Spend less time piecing jobs together.

Start with 30 days free, then continue for £12 monthly or £120 annually including VAT. Keep every request, quote, visit, invoice and outcome connected.

Free trial