1
Choose your trade and starter services
Select the trades you work in, choose useful starter services, and set your own prices without building a catalogue from scratch.
Quote faster, chase less, win more jobs!
QuotePilot uses your services, prices, VAT settings, and default text to build an editable draft.
- Structured customer requests with photos and room details
- Editable quote drafts from your own services and prices
- Custom VAT, quote text, branding, and PDF output
- Send quote emails with customer-safe share links
- Accept, decline, and change-request tracking in one place
- Keep job history and old quotes together
See the flow before you try it
A simple walkthrough from setting up your services to capturing work, sending a quote, and tracking the outcome.
2
Make your services your own
Add specialist or internal services, choose how each one is measured, and control its price, VAT, and customer visibility.
3
Capture the job properly
Customers add the room, measurements, services, photos, and notes you need before you price the work.
4
Turn it into a draft quote
QuotePilot builds an editable draft from your services, prices, VAT settings, and default text, while keeping every activity update visible beside it.
5
Send a professional quote
The customer gets a polished online quote and downloadable PDF with your logo, line items, totals, assumptions, and terms.
6
Track every response
The portal keeps each lead, quote state, and customer response visible so nothing disappears into email.
7
Keep the full history
Every quote, change request, message, and activity update stays with the job, so you can reopen old quotes and see exactly what happened.
Sent
Quote sent
Customer received the quote link and the PDF stays available.
Changes
Customer requested changes
Their message and the old quote link remain attached to the job.
Accepted
Revised quote accepted
The final response is tracked beside the full communication history.
Look professional before you visit
A customer-friendly request form helps you get the right information upfront.
Spend less time formatting quotes
Reusable services, prices, quote text, VAT settings, and branding keep drafts consistent.
Keep every lead visible
Your portal shows requests, quote status, customer responses, and feedback without spreadsheet juggling.