Quote Q-0142
Kitchen renovation
Nikos Papadakis
- Labour
- €2,400.00
- Cabinets and worktop
- €3,800.00
- Subtotal
- €6,200.00
- Tax (20%)
- €1,240.00
Total€7,440.00
Valid for 30 days
Demo · nothing is sent
Features
Every tool, from first request to final payment.
01
Customers
One record per customer with every quote, job, invoice, payment and note in one timeline.
Priya Shah
Customer since March
Paid to date
€2,340
- Q-0139 · Boiler service2 SeptAccepted
- Boiler service12 SeptCompleted
- INV-010113 SeptPaid
- Card payment15 Sept+€240
02
Leads
Requests from your public page and enquiries you type in, with statuses, notes and follow-ups.
Leads4
- Alex MorganBathroom renovationNew
- Chloé MartinInterior paintingContacted
- Tomás RuizRoof repairQuote sent
- Hannah BeckerGarden maintenanceWon
03
Quotes
Line items, discounts and tax, a polished PDF, and a private link the customer can accept.
Draft
History
- Quote created
04
Follow-ups
Automatic reminder emails after a quote is sent. They stop by themselves when the customer answers.
- SentQ-0139 · Boiler service · 1 Sept
- First reminderSent · 4 Sept
- AcceptedQ-0139 · Boiler service · 6 Sept
- Second reminderStopped: quote accepted · 8 Sept
- Final reminderStopped: quote accepted · 15 Sept
05
Jobs
Accepted quotes become jobs with dates, status, expenses and real profit.
J-0057
Bathroom renovation
Alex Morgan
- Job value
- €1,850.00
- Expenses
- €0.00
- Profit
- €1,850.00
Demo
06
Calendar
A day and week view of scheduled jobs, with conflicts flagged. In development.
Coming soon
The calendar and route view are in development. Jobs with dates, customers and addresses are in WorkOnations today.
Coming soon
07
Invoices
Invoice from a quote or job in one click. Partial payments, balances and overdue status are tracked for you.
INV-0101
Priya Shah
Boiler service
- Total
- €1,850.00
- Paid
- €800.00
- Balance due
- €1,050.00
08
Payments
Record cash and bank transfers, or let customers pay by card through Stripe Checkout.
Invoice #1042Demo
Priya Shah
Annual boiler service and safety check
Balance due
€450.00
Due 14 October
Demo only. No card is charged and nothing is sent to a payment provider.
09
Expenses
Log costs against a job or customer so profit is calculated from real numbers.
Boiler service
- Replacement parts−€310.00
- Tool hire−€95.00
- Fuel−€42.00
- Job value
- €1,850.00
- Expenses
- €447.00
- Profit
- €1,403.00
10
Customer portal
A private page per customer to view, accept and pay, without an account.
- Quote receivedQ-0141 · Boiler service · Monday 10:12
- Quote acceptedQ-0141 · Boiler service · Monday 18:40
- Invoice receivedINV-0101 · Friday 16:05
- Invoice paidINV-0101 · Friday 16:21
11
Reports
Revenue by month, quote acceptance, unpaid invoice aging and your top customers.
Quote acceptance
64%
- Not yet due€2,600
- 1–30 days late€1,240
- Over 30 days€440