Quotes accepted and paid online, for tradesmen in Ireland
Send the quote from the van as a link or an email. The customer reads it on their phone, accepts it and pays the deposit by card, and the cancellation information and a way to cancel sit on the same page.
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What does the customer see when they open the quote?
Your logo, then the quote exactly as it prints: the lines, the VAT, the total, the payment plan and the cancellation information, along with any job photos you put on the PDF. There’s nothing to install and no account to make, and Download PDF keeps a copy.
To accept, the customer ticks any notice needing initials, agrees to get the documents electronically, fills in a name and an email address, and draws a signature or keeps the typed name. Where the quote carries a right to cancel, the button says Order with obligation to pay, with a summary above it of what they’re ordering. Both of you get the signed copy by email.
How does the quote get to the customer?
Tap Send first. It needs a connection, since our server numbers the quote, and Quotebird keeps an unchangeable copy of what left. Then pick Share link for WhatsApp or a text, Share PDF for the file, or Email to ….
An emailed quote comes from your business’s name with “via Quotebird” after it, the PDF attached, and a reply goes to the email address in your business profile rather than your sign-in. You can send 100 emails a day.
A shower valve and basin taps, sent from Galway
Seán Byrne is the plumber in this site’s screenshots, a demo business we built for them. After calling out to Ciarán Kelly in Salthill, at Ciarán’s request, he sent quote Q-0127 with a 20% deposit:
What the quote lists
- Shower mixer valve replacement
- Tap installationBathroom basin taps
- Flexible tap connector
What Ciarán’s page shows
- A total of €368.00, including €43.77 VAT at 13.5%.
- A deposit of €73.60 on acceptance, then €294.40 when the work is done.
- His right to cancel within 14 days, as he asked Seán to call.
If Ciarán ticks the box to have the work started early, Seán’s copy says so; if not, it shows the first day Seán can start. Had the visit been one Ciarán didn’t ask for, the period would be 30 days.
How does cancelling work, 14 days or 30?
Quotebird prints the cancellation information and form from the Consumer Rights Act 2022: 14 days, or 30 after a visit the customer didn’t ask for. Until the period runs out, the page has a Cancel contract here button. The customer confirms with their name and email, both of you are emailed, and the quote shows Cancelled, then Refund the customer with the date.
A customer who wants you to start sooner ticks the box asking for it before they accept. Your sent quote then shows The customer asked you to start now; otherwise, it shows the first day you can start.
Can I change a quote once it’s gone?
Yes, with Revise. The quote goes back to a draft with the same number, and the customer keeps the version you sent until Send revision; meanwhile their page says you’re updating it and won’t take an acceptance. The link never changes. Once accepted, a quote stays as signed, and changes go on a change order.
Does Quotebird send payment reminders?
For invoices sent with Email to …, it does. If you gave 7 days or more to pay, the first goes 3 days before the due date; the rest go 1, 7, 14 and 30 days after it. Each is sent once, between 9 am and 6 pm your time, with the invoice attached and the amount outstanding, and replies come back to you.
Reminders stop once the invoice is paid, voided or credited. A tap on Payment reminders stops them for one invoice; the same row in Settings stops them for all.
Questions
Will I know when the customer has opened it?
Yes. The sent quote’s Customer page row changes from Not opened yet to Viewed with the date, and an email tells you when they accept. Link previews and your own look don’t count as a view.
Where does the legal guarantee notice go?
When a job sells goods, the European Commission’s legal guarantee notice goes at the end of the PDF, unchanged, and shows on the customer’s page too.
Can the customer sign on my phone at the job?
Yes, with Customer signs on this phone: the page stays open on your phone for 30 minutes, for that version only, and the quote counts as agreed at the customer’s home. For a job you’ll do now, Start work lets them ask you to start straight away and sign first, with a copy by email.
Does the deposit wait for the cancellation period?
No, it can be paid when the customer accepts. If they cancel, the quote shows the date to refund by, and a card payment made through Quotebird goes back in one tap.
Step by step, with every button
Questions? Write to us at support@quotebird.app.