Whatever your trade…
One system, from pricing the job to filing returns. Designed to minimise admin and help you track your business finances.
Whatever your trade, OpenQuotes can save you time and money.
Build templates for the jobs you do most often. Quote produced and emailed in minutes. Add mark-up to costs. Break bigger jobs into phases, the customer can see the cost for each phase.
Invoice straight from the accepted quote at the press of a button. Invoice for staged payments or security deposits. Track payment — you always know who owes you money.
Assign supplier bills to jobs. Upload the bill and the system will read the details into the job so you can track the costs — and pay your supplier. Take photos of the bills if that’s easier.
Handles your VAT. Sole trader, not VAT registered — handles your MTD returns. Just press the button.
All your accounting handled in the same system. The control and information you need to run a successful business.
Send a quote as a link. Your customer sees the work broken into phases, each with its own price — and answers each one separately.
So the bathroom gets approved, the loft goes on hold and the driveway gets dropped — in one reply, without a phone call. The work they held back stays on record, ready to re-quote when they're ready. You find out what's happening instead of hearing nothing.
If you price jobs in stages, chase customers for a decision, and then spend Sunday evening turning it all into invoices — that is the problem this was built around.
Whether you are one person with a van or a handful of teams, the paperwork is the same shape. So is the bit where the accountant asks for the records in January.
OpenQuotes is being rolled out to a small number of businesses at a time, with setup handled personally. If it sounds like it would fit how you work, get in touch and we'll talk it through.