Quoting software for tradespeople
Build a quote from your own price book in a few minutes and send it as a link. The customer reads it on their phone, signs it and pays the deposit.
Price from a price book, not from memory
Put the things you sell in the Price Book once: the name, a description, the unit and the price. Building a quote is then a matter of picking lines and setting quantities, and the totals add up as you go. Each line is copied onto the quote, so changing a price next month never alters a quote you have already sent. You can add information lines too, such as your overtime rate, which show on the quote without being charged.
- Reusable items with units and default prices
- Information lines that are shown but not added to the total
- VAT worked out for you if you are VAT registered
Discounts, offers and dates you are not sure of yet
Apply a discount to a single quote, or set up named offers, such as a midweek rate, and apply one in a click with its small print. A quote can carry a confirmed job date, or be marked as date to be confirmed when the customer is still waiting on a completion date. Hubber checks that the quote stays valid at least until the job date. Unfinished quotes can be saved as drafts, and your browser keeps a recovery copy if you close the tab by mistake.
Customers approve and sign online
Sending opens a preview of the email with the customer's details filled in, which you can edit for that one send. The customer opens a link, with no account or password, and sees the lines, the total, your terms and any survey photos. They can approve it by drawing a signature or typing their name, or ask for changes. You get a notification either way. If a customer accepts in person or on the phone, you can record the acceptance yourself.
- Works on any phone, with no app to install
- Drawn or typed signature with your terms accepted
- Request changes button for customers who want something altered
The deposit invoice raises itself
Set a default deposit percentage for the company, or a different one for a service, or a fixed amount on one quote. When the customer approves, Hubber raises the deposit invoice and shows them a pay link straight away. If the date is still to be confirmed, the deposit is requested when you book the date instead. An unpaid deposit is flagged before the job reaches the crew. Card payments go through your own Mollie account. See invoicing and payments.
Change a quote after it is signed, with a record
Jobs change. A customer adds a garage or drops the packing. Revise lets you change an approved quote while keeping the version the customer signed. Each earlier version is stored with its figures and its signature, and can be opened as a read-only sheet. You choose whether the customer needs to sign the new version. The deposit they already paid stays tied to the figures it was raised against. Once the quote is approved, one click turns it into a job on the calendar.
Questions about quotes
Does the customer need an account to approve a quote?
No. They open a private link from your email and can read, sign and pay from there. The link is the only thing they need, so it works for customers who are not comfortable with apps and passwords.
Can I ask for a deposit when the quote is approved?
Yes. Set a percentage for the company or for a service, or type an amount on one quote. Hubber raises the deposit invoice at approval and the customer can pay by card through your own Mollie account, or by bank transfer using the details on the invoice.
What if I do not know the job date yet?
Mark the quote as date to be confirmed. The customer can still approve it. The job waits in the unscheduled list, and the deposit is requested when you set the date.
Can I change a quote the customer has already signed?
Yes, with Revise. Hubber keeps every earlier version along with the signature that belonged to it, and you can ask the customer to sign the new one. This cannot be done once the job has been signed off or its final invoice has been raised.
Will Hubber chase quotes that have not been answered?
It can. Switch on the quote follow-up email and choose how long to wait. It is one of the automatic customer emails. Your pipeline also shows which quotes have not been opened.
Does the quote carry my own terms and conditions?
Yes. You write your terms and any extra sections, such as insurance, once. They are copied onto each quote when it is made, and the customer accepts them when they sign. Home and business quotes can have different sections.
Works with the rest of Hubber
Often used by: Removals Electricians Plumbers and heating Landscaping and gardening
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