Features
Everything between the first message and the confirmed booking
Enquiry capture, a fast quote builder, automatic follow-ups, deposits, a customer portal and a jobs calendar in one tool.
Enquiry capture
Add enquiries yourself or collect them through a shareable form you can embed on your website. Every enquiry keeps its source, files and consent record.
Quote builder
Line items, quantities, discounts, tax, optional extras and deposits. Save services and packages so a quote takes minutes, not an evening.
Automatic follow-ups
Schedule polite reminders at day two, day five and the day before a quote expires. They stop the moment a customer accepts or declines.
Customer portal
A private link shows the branded quote, lets the customer pick optional items, ask a question, and accept with their name and the agreed terms.
Deposits and balances
Request a deposit at acceptance and record the balance when it lands, so you always know what is paid and what is outstanding.
Jobs and scheduling
Turn an accepted quote into a scheduled job. Working hours, blocked dates and travel buffers stop double bookings.
Reporting
Quotes sent, acceptance rate, average quote value, quoted value by month and follow-up performance — exportable to CSV.
Your branding
Your logo, colour and business details on every quote and portal page, with your own terms and payment instructions.
Permissions and audit
Owners control what team members can see. Every status change is recorded, and accepted quotes are locked with a revision history.
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