A quote request, answered in minutes

Gary, owner of a three-person plumbing and heating firm (sample business). The request arrives as a booking that wants a quote; the quote is written line by line and sent.

Sample dataCalder Plumbing & HeatingC

Bookings

Requests, quotes to write and the work booked in

1 wants a quote1 waiting to confirm

Bookings4

Kitchen tap leakingWants a quote

Mrs Ahmed · Asked 6 min ago

Boiler serviceConfirmed

Tom, Park Road · Today 13:30

Water heater not workingWaiting to confirm

Oakwood Cafe · Tomorrow

Radiator valveConfirmed

Mr Patel, Oak Avenue · Today 08:30

Quote for Mrs Ahmed

Booking BK-0412 · saved as not sent; send it from Quotes

Message to the customer

New mixer tap fitted with isolation valves, old tap taken away.

What you will do

Line 1Replace kitchen mixer tap, labourQty 1£65.00

Line 2Mixer tap, chromeQty 1£48.00

Line 3Isolation valvesQty 2£6.50

+ Add a line

Valid until

17 Oct 2026

Save quote · £126.00

Quotes · Not sent1

Q-0219Not sent

Mrs Ahmed · kitchen tap

Total£126.00

Send quote

Then

Q-0219Sent

It waits under "Waiting for the customer" until you record the answer

Quotes and bookings · sample data← → to move · Esc for the whole screen

08:00Step 1 of 3

A request that wants a quote

Mrs Ahmed asked for a price online. Her request sits in Bookings marked "Wants a quote".

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A quote request, answered in minutes

A quote request, answered in minutes: guided tour, 3 steps

A request that wants a quote