QUOTING AND INVOICING FOR FLOORING INSTALLERS

Turn room measurements into a complete flooring quote.

Keep floor areas, material choices, subfloor preparation and trims visible so customers understand the full installed price.

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 flooring installers work.

Capture rooms, areas and material choices

Include preparation, fitting and trims

Invoice deposits and completed installation

MADE FOR THE WORK YOU QUOTE

Quote beyond the headline square-metre rate.

Price measured floor areas

Use square-metre services for common finishes and retain room-level measurements with the job.

Show the complete installation

Include uplift, preparation, underlay, thresholds, skirting and stair work as clear items.

Keep product and labour clear

Describe chosen materials and fitting work so the accepted scope is easy to revisit.

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.

Laminate, carpet, vinyl, LVT, engineered wood, subfloor preparation, screed, underlay, skirting, thresholds and stairs.

Example QuotePilot draft invoice using realistic services and units for flooring installers.

COMMON QUESTIONS

Questions from trade businesses

Can I quote flooring by square metre?

Yes. Configure measured services with your own unit rates and quantities, then adjust the draft before sending.

Can preparation and uplift be shown separately?

Yes. Add them as separate services so the customer can see exactly what the installation includes.

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.