With tradespeople spending hours a week quoting and invoicing customers, this easy to use tool is designed to help streamline the process. The tool can be used for all jobs, regardless of whether they come via Checkatrade or not.
Set up particularly for service, repairs, and maintenance jobs, the quoting and invoicing tool will also make it easier for members and homeowners to agree on job detail and payment terms.
Jambu Palaniappan, CEO of Checkatrade, said: “Our members often tell us quoting is a pain point in the day-to-day running of their business and homeowners want quick, detailed breakdowns for jobs to avoid surprises after the work is done.
Our new easy to use quoting and invoicing tool helps members quickly price jobs, create detailed quotes, and send invoices in a few clicks, saving them time and giving homeowners peace of mind.”
To create a quote, the tradesperson can use the guided workflow on the app to input details about the job, such as the scope of work, time, material costs, and any miscellaneous items including certificates or assessments required. Through the tool, trades can also apply discounts and automatically calculate tax.
Quotes are personalised using your business profile including logo and can be tailored for homeowners with notes and messaging.
Once the homeowner approves the quote and the job is done, it can easily be converted into an invoice with payment due dates. All quotes and invoices are stored in the Checkatrade app and can be downloaded to help trades with their accounting and bookkeeping.
The quoting and invoicing tool joins other Checkatrade membership benefits including a wide range of discounts across training and accreditations, materials, work tools, vehicles and fuel, workwear, and insurance.
To find out how to use the tool, click on this tutorial here.
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