Inspection to approved quote, without retyping.

Section 01How to do it

1. 01

   Record failures properly on the door

   Up to three failure reasons per component, photographed. A vague finding makes a vague quote line, and clients argue with vague lines.

2. 02

   Let the quote write itself

   Every failed component is already a quote line, so nothing is copied out by hand. That copying is where the errors came from. The repair work opens from the quote once it is accepted, not before.

3. 03

   Price from your repair price list

   Every fault is linked to a fix on your repair price list, so the quote prices itself. It reads door by door, with a row per fix showing materials, labour and total. A fault with no price comes in at £0, marked Needs a price.

4. 04

   Send it to the portal

   The client reads and approves it there. No PDF attached to an email that gets forwarded twice and lost.

5. 05

   Let it chase itself

   Quotes that go quiet get reminders on your schedule until they are answered. Most lost work is not lost on price.

6. 06

   Approved becomes work

   An accepted quote opens the repair job with its tasks already on it. The work is booked when somebody is given it with a date. The invoice starts from the same record, so the client is billed for what they agreed.

Section 02What the app actually does here

• Up to three failure reasons can be recorded on one component
• Every fault is linked to a fix on your repair price list, so the quote prices itself. A client with special prices gets theirs
• The quote reads door by door, with a row per fix showing materials, labour and total
• A fault with no price comes in at £0, marked Needs a price, so the quote is never refused
• Any leaf or frame fix can be marked as the replacement. The door’s other fixes then charge materials only, so labour is not charged twice. One switch on the Pricing page turns that off
• An inspection can be quoted before the visit from a door count, priced from your inspection prices, site visit charge and mileage
• Quotes are made in the document builder: choose the work, check who it is for, set prices, VAT and dates, then send. A half-finished one waits as a draft
• Quotes go to the client portal, where the client’s portal owner accepts them
• Acceptance is recorded with where it came from — the portal or you — so a phone answer is not lost
• Quote chasing runs on a first-chase delay, a gap between reminders and a maximum you set
• Marking a quote accepted or declined by hand stops the chasing at once

Section 03What goes wrong

Every one of these has cost somebody real time. They are cheap to avoid and expensive to unwind.

Section 04Questions

Section 05Related