Quote Builder

✓ Autosaved

Kits Library

Every job as a ready made bundle, domestic and commercial, with materials and labour time included and everything editable. Pick who the work is for, then what the work is. Rename (✎) or duplicate (⧉) any kit to make it yours, or build a brand new one with AI.

My Bundles

Materials

Leads

Every enquiry, visible and chased until it books, buys or says no.

My Desk

Jobs

My Day

Calendar

Every booked job in one place. Solid pills are won jobs, faded ones are pencilled-in quotes. Click a booking to open the job.

Customers

Everyone you've worked for. Contact details, all their sites, and their full job history. Multi-site customers (landlords, agents) can have as many addresses as they need.

Certificates

BS 7671 certification without the second app. EICR, EIC, Minor Works, PAT, fire alarm and emergency lighting. Photo the board and let the AI fill the circuit schedule.

Conversations

Every text thread in one place, yours and Maisie's. Pick a thread to carry it on, or start a fresh one.

Marketing

Team

Your staff, admins and engineers. Put engineers on bookings, manage leave, and control what each person sees on a job.

Compliance & Fleet

Everything an NIC/NAPIT assessor asks for: staff qualifications, vehicle insurance, road tax, MOT and finance, plus business insurances and calibration certificates. Renewal dates you record surface as reminders before anything lapses, and Prepare assessment pack assembles it all in inspection order.

Money

The books, kept for you. Receipts, bills, the bank, VAT & CIS. Everything from your jobs flows in by itself; you categorise, match and go back to the tools.

Business Costs

What it really costs to run your business: overheads plus true staff costs (employer NI, pension, lost holiday hours). This sets your rates and powers the Profit check on every quote.

Settings

⚡ Quoting Assistant