From notes, not from a blank page
The best input is what you already said on site: the measurements, the “customer wants the radiator moved”, the materials you know you will use. Pencil prices from that — text or a voice note — instead of making you retype it into a template.
A quote still has to be a price you can do. If the note was thin, the quote should be thin. “Supply and fit bathroom, £6,400” with no scope is how arguments start. Say what is in and what is not.
From the phone, before you leave
The moment you can send it is often in the van, not at the dining table. Pencil gets a clear quote out from the phone while the job is fresh. The customer is not waiting four days for a PDF you build after the kids are in bed.
- Scope in plain language, including what you are not doing.
- Figures that come from your notes and your rates, not a national average the tool found.
- An invoice when the work is done, so getting paid is not a second admin project.
What you still own
You own the rate, the exclusions, and whether this job is worth taking. Pencil does the writing and the sending. If a line looks like a job you would not price that way, change it before it is the price they accept.
Part of the guide on how UK trades can use AI.
FAQ
- Will the quote include VAT and terms?
- The quote should say what the customer is buying and the number. Your VAT position and payment terms still need to be right for your business — do not assume a draft knows your registration.
- Can it invoice as soon as I finish?
- Yes. That is the point of invoicing from the job, not from a pile of notes at the end of the month.
