One message on the doorstep. The quote's with them before you've driven off.
A tidy quote emailed the same afternoon wins work that a scribbled figure on the back of a receipt loses. Amy writes it properly, with your name on it, while the customer is still thinking about it.
Fitted work runs for weeks. Amy keeps the quote on file, so when the last handle goes on, one message turns it into the invoice at the agreed figure — no digging back through messages to remember what you said.
Timber, ironmongery, adhesive, a replacement blade because the last one met a nail. Photograph the receipt, send it, forget it. It's claimed.
Bespoke work only makes sense if you know what it cost you. This builds that picture without a spreadsheet.
Joinery is quoted work, and quoted work lives or dies on two things — getting the quote out while the customer is still keen, and knowing afterwards whether the price you gave actually made you any money. Neither is accounting, which is why accounting software is a poor fit for it. TradesOffice handles that middle stretch: quote out fast, materials captured as you buy them, quote turned into invoice when the job's in. Your accountant still files the return; they just get something clean to file it from. £19.99 a month.
Yes. Tell Amy the customer, the work and the price and she produces a branded PDF quote and emails it. You can give her separate labour and materials figures if you'd rather the customer saw the split.
Extras go on as you agree them, and they build up on the job rather than altering the quote the customer already signed off. When you invoice, the original quoted figure and the agreed extras are both there — which is a much easier conversation than a bigger invoice with no explanation.
Yes. Quotes stay on file. A message like "invoice the Shaw job" pulls the agreed figure through, so you're not scrolling back through a summer's worth of messages trying to remember what you quoted.
No. They get a normal PDF by email, the same as any other quote or invoice — nothing to sign up for, no portal, no app. Whatever we use is our business, not theirs.
Honestly, that depends on you. If you're already on top of it, probably not. The joiners it suits are the ones with three unsent quotes and a glovebox of receipts, where the cost isn't the £19.99 — it's the work that never got quoted and the expenses that never got claimed.
Save Amy, send her the job you measured up today, and see the quote land in the customer's inbox. Free for 14 days, no card needed.
Try Amy free →£19.99/month · Cancel anytime