QUOTING AND INVOICING FOR ELECTRICIANS

Quote the circuit. Track the fix. Invoice the agreed work.

Turn socket counts, room details, test work and customer photos into a clear quote, then invoice each stage without losing the job history.

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

Example QuotePilot draft quote and invoice using realistic electricians work.

Capture rooms, quantities and fault details

Quote installs, tests and remedial work clearly

Invoice by stage, fix or remaining balance

MADE FOR THE WORK YOU QUOTE

Keep varied electrical work clear from survey to sign-off.

Price repeated items quickly

Reuse services for sockets, downlights, circuits, fans and testing with your own units and prices.

Separate planned work from fixes

Group work by room, stage or fix so customers understand what is included and what changed.

Invoice as work is completed

Request a deposit, invoice a completed stage and finish with the remaining balance.

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.

Sockets, downlights, consumer units, EICRs, EV chargers, extractor fans, cooker circuits and fault finding.

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

COMMON QUESTIONS

Questions from trade businesses

Can I quote rewires in stages?

Yes. Organise the quote into stages or fixes, then invoice completed work, a percentage or the remaining balance.

Can customers send photos of a fault or existing board?

Yes. Your request form can collect notes, measurements and photos before you visit or prepare a quote.

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.