Quoting software that gets you from site visit to paid invoice
Create a clear, professional quote while the job is fresh, send a branded PDF, keep every customer and job organised, then convert the accepted quote into an invoice without typing it all again.
No card required to start Works on phone and desktop
Build the quote
Send a professional PDF
Convert it to an invoice
Track payment status
Everything needed for a repeatable quoting workflow
TradeQuoteAI focuses on the day-to-day path from enquiry to payment, without forcing a small trade business into a complicated field-service system. It's built to be usable from a van between jobs, not just at a desk at the end of the day.
Most of the admin around quoting is repetitive rather than difficult — copying a customer's details into a new document, recalculating a total after adding one more line item, or writing the same terms and conditions again. TradeQuoteAI removes that repetition so the time spent on paperwork goes back into billable work.
Itemised trade quotes
Separate labour, materials and optional work so customers can see exactly what is included.
Automatic totals and VAT
Reduce arithmetic mistakes and apply consistent tax, discounts and payment terms.
Branded PDF documents
Present a professional document instead of relying on a loose message or handwritten figure.
Customer records
Keep contact and job details available when a customer asks for another quote.
Quote-to-invoice conversion
Turn approved work into an invoice without rebuilding every line item.
Status visibility
See which documents are drafts, sent, accepted, invoiced or paid.
Useful across the trades
The same core workflow works whether you price by hour, day, room, square metre, unit or complete job.
Electricians can price EICRs, consumer unit upgrades and full rewires with separate labour and material lines, then attach the right terms and certification notes. Plumbers can quote bathroom fits, boiler installs and repair callouts without retyping the same job twice. Plasterers and painters & decorators can quote by room, by day or by square metre and reuse saved line items for common jobs, so a routine quote takes minutes rather than an evening. Builders and roofers handle bigger, multi-stage jobs by breaking the work into clear line items with separate labour and material totals, keeping larger quotes easy for a customer to read and approve.
Quoting software vs a manual workflow
Most tradesmen don't switch tools because the old way was impossible — a notebook, a messaging app and a spreadsheet can technically get a job quoted. They switch because the manual version breaks down as the business gets busier: totals get miscalculated under pressure, customer details live in three different places, and nobody quite remembers whether a quote was ever chased up.
| Task | Manual documents | TradeQuoteAI |
|---|---|---|
| Calculate quote totals | Repeated spreadsheet calculations | Calculated as you build |
| Reuse customer details | Copy and paste between files | Stored customer records |
| Create an invoice | Enter the job again | Convert the quote |
| Find job status | Search messages and folders | One organised dashboard |
Still comparing options? Read our independent-format guide to the best quoting apps for tradesmen in the UK. If you are building a document manually, start with a professional trade quote checklist. The goal isn't more software for its own sake — it's fewer places where a quote can go missing, get delayed, or come across as unprofessional.
Plans built around how much quoting you actually do
Every plan includes the core quote-to-invoice workflow. Upgrade as your job volume grows — full details and terms are on the pricing page.
Starter — $12/month
20 quotes and 15 invoices a month, client management, PDF downloads and email support. A solid starting point for a solo tradesman.
Professional — $24/month
Unlimited quotes and invoices, WhatsApp and email sharing, custom branding and priority support. The plan most busy trade businesses choose.
Business — $49/month
Everything in Professional plus multi-user access for up to 5 people, tax reports and exports, API access and a dedicated account manager.
Every plan includes a 14-day free trial No card required to start
Before you start
What does quoting software for tradesmen do?
It brings itemised quotes, calculations, customer records, PDFs, invoices and payment status into one repeatable workflow.
Is there a free trial?
Yes. Every plan includes a 14-day free trial and no card is required to start, so you can try the full quote-to-invoice workflow before paying anything.
Can I use TradeQuoteAI on my phone?
Yes. It runs in a web browser and is designed for phone, tablet and desktop use.
Can I convert a quote to an invoice automatically?
Yes. Once a customer accepts a quote, you can convert it into an invoice in one step. The client details, line items and totals carry over automatically, so you're not retyping the job.
Do I still control my prices and terms?
Yes. You choose the labour and material prices, VAT treatment, discounts, validity period, notes and terms for each document.
Create your next trade quote without the paperwork drag
Start with a real job, build a professional quote and see whether the workflow fits your business.
Start free for 14 days