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Quotes

Capture the request, price it consistently, send a clear proposal and keep every response. Nothing gets lost in a message thread.

Screenshot neededA clean overview screen for Quotes that shows the area at its best, with realistic demo data.assets/screenshots/quotes-overview.png
Handled Quotes
Included

Customer quote requests

Customers ask for work through their portal, so you get a structured request instead of a loose text or voice note.

  • Requests land in one list for you to review
  • Customer and property are already attached
  • Turn a request into a quote in a few taps
Screenshot neededThe incoming requests list with two or three new requests and their status.assets/screenshots/quotes-requests.png
Handled: Customer quote requests
Included

Manager-created quotes

Pick the customer and property, add services, answer the pricing questions and review the total before it goes out.

  • Works for existing customers and new enquiries
  • Add several services to one proposal
  • Preview exactly what the customer will see
Screenshot neededThe quote builder with two services added, pricing answers visible and a running total.assets/screenshots/quotes-builder.png
Handled: Manager-created quotes
Included

Consistent price and duration

Prices and time estimates come from your service rules, so two people quoting the same job get the same answer.

  • Price and duration calculated together
  • Duration carries into scheduling
  • Change a service once and future quotes follow
Screenshot neededA quote line showing the calculated price and the estimated duration side by side.assets/screenshots/quotes-estimates.png
Handled: Consistent price and duration
Included

Versions and history

A published quote keeps its own snapshot. If you change a service price later, an agreed quote does not quietly change with it.

  • See which version was sent and when
  • See who acted and what happened next
  • Full trail before any work was created
Screenshot neededA quote history timeline showing created, sent, viewed and accepted events.assets/screenshots/quotes-history.png
Handled: Versions and history
Included

Statuses and responses

Draft, in review, more information needed, changes proposed, accepted, declined, withdrawn or expired. Always clear where a quote stands.

  • Customers can accept, decline or ask for changes
  • Expired quotes are marked for you
  • Filter the list by status
Screenshot neededThe quotes list filtered to show a mix of statuses with coloured status labels.assets/screenshots/quotes-statuses.png
Handled: Statuses and responses
In rollout

A quote box for your own website

Already have a website? Add a Handled quote request box to it so visitors can start a quote without you replacing the site.

  • Paste-in embed
  • Requests arrive in Handled like any other
Screenshot neededA simple example website page with the embedded quote request box visible.assets/screenshots/quotes-embed.png
Handled: A quote box for your own website

Run your business. We'll handle the rest.

£25 a month, no setup fee.