Product
Features built for trade jobs
Explore Quotimiser product features — quotes, invoices, UK compliance certificates (CP12, EICR, PAT, and more), payments (cash, bank transfer, Stripe Connect card pay), email tracking, address lookup, overheads, margins, client portals, staged payments, VAT, plans, and more for UK trades.
Each page below is a concise overview of what Quotimiser does in-app. For longer guides, comparisons, and how-tos, see our Resources hub — or try the free calculators.
Quotes & pipeline
Quote generator for UK trades
Build itemised quotes with labour, materials, markup, and VAT so every job price reflects your real costs — not a guess from the van.
Read feature overview →Quote to invoice workflow
Move from approved quote to invoice without retyping line items — one thread of numbers from first estimate through final payment.
Read feature overview →Dashboard and job overview
See quotes and invoices in one place with statuses that reflect where each job sits — from draft quote to paid invoice.
Read feature overview →Quote and invoice duplicator
Duplicate an existing quote as a new draft for similar jobs, then turn accepted work into invoices without retyping line items.
Read feature overview →Client, materials, and quote preset libraries
Save customers, copper pipe, labour rates, and tool hire once — then pull them into quotes and invoices instead of retyping the same details every job.
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Invoicing & payments
Invoice generator for trade jobs
Turn accepted work into clear, professional invoices with line items, VAT, and payment expectations — so clients know what to pay and when.
Read feature overview →Staged payments and payment schedules
Split larger jobs into agreed milestones — deposits, interim stages, and balance — so cash flow matches the work and bad debt risk drops.
Read feature overview →VAT on quotes and invoices
Handle UK standard, reduced, and zero-rated lines with ex-VAT and inc-VAT clarity for both you and the client — fewer disputes at payment time.
Read feature overview →Payment methods: cash, bank transfer, and Stripe card pay
Record offline payments, show bank details on invoices, and let clients pay by card from the portal via your connected Stripe account — so you know what is paid and what is still due.
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Profit & costs
Business overhead calculator in-app
Capture van, insurance, tools, office, and other running costs so overhead recovery is consistent across quotes instead of a finger-in-the-air add-on.
Read feature overview →Profit margin on labour and materials
See margin on line items and job totals so you can spot skinny work before you send the quote — and protect the profit you need on every invoice.
Read feature overview →Expense and receipt tracking
Log job costs, scan receipts with AI, track reclaimable VAT, and export to CSV — so you know what each job really cost and have the records to back it up.
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Client experience
Client portals for quotes and invoices
Share a secure link so customers can view quotes, invoices, and payment status without chasing PDFs by email — fewer misunderstandings, faster decisions.
Read feature overview →Email tracking for quotes and invoices
See when client emails are sent, delivered, and opened — so you know whether to chase by phone or wait for them to read the document.
Read feature overview →UK address lookup on quotes and invoices
Search by postcode or street when adding client addresses — fewer typos on PDFs and fewer wrong-site visits from a mistyped line.
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Compliance certificates
UK compliance certificates (gas, electrical, PAT)
Draft and issue CP12, gas installation, electrical installation and condition reports, minor works, PAT records, and custom certificates — with PDFs, client email, portal sharing, and public verification.
Read feature overview →Compliance renewals by property
See which installation addresses have current, expiring, or expired certificates — and start a renewal draft from the compliance dashboard without losing site context.
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Plans
Refer a friend
Earn £5 Stripe subscription credit when someone you invite subscribes to a paid plan after their trial.
Read feature overview →Free and Pro plans
Start on a generous free tier for real jobs, then upgrade to Pro for unlimited quotes and invoices when Quotimiser becomes your daily system.
Read feature overview →Email sign-in codes (MFA)
Optional two-step sign-in: after your password, enter a one-time code emailed to your account — available on Free and Pro, including referral sign-ups.
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