QUOTING AND INVOICING FOR CARPENTERS AND JOINERS

Turn measurements and bespoke details into a quote worth approving.

Capture dimensions, rooms, finishes and reference photos, then present labour, materials and fitted work in a polished customer quote.

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 carpenters and joiners work.

Collect dimensions and finish details

Price repeat work and bespoke items

Invoice deposits and fitted stages

MADE FOR THE WORK YOU QUOTE

Keep made-to-measure work precise before the first cut.

Capture the specification

Keep measurements, rooms, notes and reference photos with the enquiry and quote.

Mix standard and bespoke pricing

Reuse common services while adding custom line items for one-off joinery and materials.

Agree changes clearly

Track requested quote changes and keep the final accepted version visible to both sides.

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.

Doors and frames, skirting, architraves, shelving, cabinets, worktops, floorboards, stud walls, decking, gates and stairs.

Example QuotePilot draft invoice using realistic services and units for carpenters and joiners.

COMMON QUESTIONS

Questions from trade businesses

Can I add one-off bespoke items to a quote?

Yes. Add custom line items alongside reusable services and edit the description, quantity and price before sending.

Can customers send reference photos?

Yes. Photos, measurements and notes can be collected through the structured customer request form.

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.