How to Quote a Job in Under 60 Seconds

The Evening Admin Problem

We hear it from every tradesperson we talk to: you finish a full day of physical work, drive home, eat dinner, then sit down to type up quotes from a crumpled notepad. By the time you send them, it's 9pm and the customer's already got three other quotes.

The 60-Second Method

With ServicePay, you create the quote while you're still standing in the customer's kitchen. Here's how:

1. Tap 'New Quote' from your dashboard or the quick action dock on mobile
2. Select the customer — or add them in 10 seconds if they're new
3. Add line items — parts, labour, callout fee. VAT calculates automatically
4. Hit send — the customer gets a branded quote with your logo, terms, and an accept button

Why Speed Matters

The first quote to arrive usually wins the job. Not because it's the cheapest — because it signals professionalism. When you quote on-site, you're telling the customer: I'm organised, I'm serious, and I value your time.

Pro Tips

• Set up your default VAT rate and payment terms once in Settings — they'll auto-fill every quote
• Use the description field to explain what's included. Customers hate surprises
• Enable SMS notifications so the customer gets a text when the quote is ready

The best part? When they accept, you can convert it to a job with one click. No retyping. No lost details.