Quoting · UK service businesses
Quoting software for UK service businesses
A quote is the moment a job is won or lost. WrkGenie lets you build, send and get a quote signed from your phone — then keep that same information moving into the booking and the invoice, so the accepted quote is the job, not a document you retype later.
A quote that doesn't carry forward is a missed job
The typical quote dies in a message thread or a spreadsheet. It gets sent late, priced from memory, and when the customer says yes, the details have to be entered again. Every one of those steps is a chance to lose the work.
- Quotes sit in messages and spreadsheets, never turned into booked work
- Prices are rebuilt from memory, so the same job gets quoted differently
- The accepted quote isn't the same as the booked job — the details get retyped
- Follow-ups never happen because the quote slips out of sight once it's sent
What quoting software should do for you
WrkGenie turns quoting into a workflow, not an isolated document.
Quote from your phone
Build a quote on site — line items, labour, materials and VAT — and send it before you've left the driveway.
Customer e-signing
Send the quote for signature. The customer signs on their phone and you get the accepted version back on the record.
VAT handled automatically
If you're VAT registered, quotes show the VAT number, rate and totals. Not registered yet? Quotes go out clean until you turn VAT on.
Quote status, at a glance
See which quotes are sent, signed or still open — so follow-ups are a decision, not a hunt through email.
AI writing help
Struggling to describe a line item clearly? WrkGenie's AI writing assistance helps word quote descriptions and invoice lines.
Quote → invoice in one step
When the work is done, the accepted quote converts to an invoice with the customer, lines and price already in place.
From customer to signed quote
The quote is built against the customer record, sent, signed and tracked — then carried forward into the booking and invoice.
App preview
Turn an enquiry into a quote
The quote is the start, not the whole story
A quote only matters if it becomes work. WrkGenie keeps it connected to what comes next, so nothing is rekeyed and nothing drops out.
Quote better with the right next step
Pricing feeds quoting. If you're working out what to charge before you send the quote, these tools help.
Related capabilities
Quoting questions UK trades ask
Should quotes include VAT?
If you're VAT registered, yes — you must show the VAT element on any quote or price you give. Below the £90,000 threshold you don't charge VAT and shouldn't add it. WrkGenie handles both: quotes show VAT when you're registered and go out clean when you're not.
How long should a quote stay valid?
Most UK tradespeople set 30 days. For material-heavy jobs where prices move, 14 days is more defensible. State the validity clearly on the quote so customers can't come back weeks later expecting the original price.
Should I ask for a deposit before starting work?
For jobs over a day or two, a 25–50% deposit is standard and protects you. State the deposit and payment terms on the quote, then raise a deposit invoice from the accepted quote in one step.
Can I separate labour and materials on the quote?
Yes. For domestic customers a single combined line is often cleaner; for commercial or insurance work, itemisation is usually required. WrkGenie supports both — itemised or combined depending on what the customer needs.
What happens to the quote once it's accepted?
It converts into a booked job with the customer, line items and price carried over — then into an invoice when the work is done. The quote stays on the record as the agreed version, so there's no dispute about what was priced.
Ready to run your business from your phone?
Start your free 14-day trial and see how much lighter the day feels when quotes, bookings and invoices live in one place.
14 days free · Core £19.99/month for 1 user · Pro £39.99/month for 3 users
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