How it works
Six steps, start to finish
Six steps: capture the enquiry, build the quote, send it, follow up automatically, get it accepted with a deposit, then schedule the job.
- 1
Capture the enquiry
Add it yourself in seconds or let it arrive from your website form. Contact details, the job description, files and consent are all kept together.
- 2
Build the quote
Pull in saved services, adjust quantities, add optional extras, apply a discount and set the deposit. Tax and totals are calculated as you go.
- 3
Send it
Send immediately or schedule it. The customer gets a private link to a branded quote and a PDF they can download.
- 4
Follow up automatically
QuoteLoop sends the reminders you would have meant to send. They stop as soon as the customer replies, accepts or declines.
- 5
Get it accepted
The customer selects any optional items, agrees your terms, types their name and accepts. The acceptance is recorded with a timestamp and a locked copy of the quote.
- 6
Take the deposit and book it in
Request the deposit at acceptance, then convert the quote into a scheduled job with the right duration and travel buffer.
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