How to Send Professional Quotes On-Site in Under 60 Seconds

We've all been there. You finish a site visit, promise the customer a quote "by tonight," then spend your evening typing it up at the kitchen table. By the time you send it, they've already called someone else.

The 60-second quote

With ServicePay, quoting works differently. You create and send the quote before you leave the driveway. Here's the workflow:

1. Open ServicePay on your phone and tap "New Quote"
2. Select the customer (or add them in 10 seconds)
3. Add line items — description, qty, price. VAT calculates automatically
4. Hit Send — the customer gets a branded link instantly

Once your common line items are saved, it's under a minute from start to sent.

What the customer sees

Your customer receives a link to a professional, branded portal page. They can review every line item, ask questions via built-in messaging, and accept with a single tap. No PDFs to download, no back-and-forth emails.

Why speed matters

The first quote to arrive usually wins the job. Not the cheapest — the first. When you can quote on-site, you're not just saving time. You're winning more work.

Pro tips from our fastest quoters

• Save common line items — "Boiler service," "First fix electrical," etc. Reuse them with a tap.
• Use the duplicate feature — similar job to last week? Duplicate and adjust.
• Set default VAT — configure it once in Settings so you never have to think about it.
• Add notes — terms, warranty info, or a personal message at the bottom.

From quote to cash

When the customer accepts, convert the quote to a job with one tap. When the job's done, generate an invoice — all the details carry over. The whole lifecycle, from site visit to bank deposit, happens in one app.