QUOTING AND INVOICING FOR BUILDERS

Keep complex scopes, stages and variations under control.

Break building work into understandable stages, keep approved changes beside the original scope and invoice progress without rebuilding the paperwork.

Start 30-day free trial See how it works

Every feature is included. £12 monthly or £120 annually, including VAT, after your trial.

Example QuotePilot draft quote and invoice using realistic builders work.

Structure multi-stage scopes clearly

Keep approved variations separate

Invoice progress and outstanding balances

MADE FOR THE WORK YOU QUOTE

Give larger jobs a financial trail everyone can follow.

Break the build into stages

Organise groundworks, structure, openings and finishes in the order the work will happen.

Protect the agreed scope

Keep the accepted quote, customer responses and approved extra work together with the job.

Invoice progress accurately

Raise deposit, stage, percentage and final invoices against the agreed value.

ONE CONNECTED WORKFLOW

From first enquiry to paid invoice.

Keep the customer, scope, quote, visits and payment record together. Book a survey before quoting, then arrange work visits and follow-ups as the job progresses.

Capture the job

Customers send the details, measurements, notes and photos you need before pricing.

Build the quote

Use your own services, units, prices, VAT settings and reusable text to prepare the work.

Agree the scope

Send a branded quote link and PDF, then track acceptance or requested changes.

Book visits and schedule work

Keep visits to arrange in a to-book list, reserve dates and times, and review your bookings in the day or week schedule.

Invoice the work

Raise a deposit, stage, fix, percentage or remaining-balance invoice and record payment.

TRADE-SPECIFIC STARTER SERVICES

Start with familiar work, then make it yours.

Choose useful starter services for your trade, set your own pricing and add specialist services whenever you need them.

Groundworks, slabs, block walls, structural openings, brick repairs, knock-throughs, insulation, demolition and finishes.

Example QuotePilot draft invoice using realistic services and units for builders.

COMMON QUESTIONS

Questions from trade businesses

Can I invoice a long project in stages?

Yes. Build the quote around stages and invoice completed work or a percentage as the project progresses.

Does QuotePilot keep variations separate?

Yes. Approved additional work has its own scope and value while staying attached to the original job.

Can I book surveys and work visits against the same job?

Yes. Request a visit to arrange later or book a date and time directly. Surveys can take place before quoting or during the work, and follow-ups can stay linked to a completed job. Completing a visit does not complete the whole job or mark an invoice as paid.