Quoting software for UK tradespeople
Price the work while you are still standing in it, send the quote before you are back in the van, and know the same day whether you have won it. Opsler’s quoting software prices from your own price book, brings back a signed acceptance without asking the customer to create an account, and turns that yes straight into booked work with the numbers already attached.
The free plan covers two people permanently. Pro is $25 per seat per month with no minimum, and the 14-day trial never asks for a card.
£0
Two seats, free forever — quoting included, not gated
One code
Emailed one-time code plus a signature on acceptance
Three prices
Good, better and best on one quote — they pick a level, not whether to spend
Trade quoting software versus CPQ and proposal tools
Trade quoting puts a price on a job. CPQ configures a product. If you are pricing a rewire, a boiler swap or forty metres of new guttering, you want the first one.
CPQ — configure, price, quote — is built for sales teams assembling complicated bundles through internal approval chains. Proposal tools sell the document itself: cover pages, case studies, embedded video. Neither is designed for someone standing in a hallway with a tape measure who needs a number the customer can accept before they ring anybody else.
What the older buyer’s guides still call quotation software is nearer the mark, and what most tradespeople actually search for is plainer still — quote software that lists the work, totals it, sends it and records a yes. Opsler does that inside the job, so the quote is not a separate document you have to reconcile against the work afterwards. It becomes the work.
Everything below is that workflow, in the order you would actually use it on a Tuesday.
Start with the customer, site and scope of work
Every quote hangs off a customer record with its own address and history, so it is never a loose document sitting in a folder called “quotes 2026”.
That pays off the second time the same customer asks for a number. You price against what you already know about the site — when you were last there, what the access is like, what you charged and whether they paid on time — instead of starting from an empty page and a vague memory.
Scope goes onto the quote as description and line detail, which is the cheapest insurance in the trade. Almost every argument about a variation is really an argument about what was inside the original figure. Write it down once, get it accepted, and the conversation four weeks later is two sentences long.
Build line items for labour, materials and charges
Three kinds of line build a trade quote: labour pulled from your service catalogue, materials pulled from your parts list, and custom charges typed straight in for whatever fits neither.
Each line carries its own quantity, unit price and tax. So a quote can show £58 an hour for labour, a £412 consumer unit and a £75 skip charge as three visible things rather than one “supply and fit” number the customer has to take on trust. People query round figures. They rarely query a breakdown.
Working the tax per line rather than on the total is what stops the rounding argument before it starts, and it means a quote with mixed rates on it still adds up to the penny.
There is a quiet second benefit: a quote priced this way is also a costing. You can see what the materials come to before you decide what the job is worth — which is when that decision is still worth making.
Reuse your price book and price the next one in minutes
The second quote for the same kind of work should take ten minutes, not an hour. Your price book is what makes that true.
Service items and material items carry forward from quote to quote. Price a fascia and soffit replacement carefully once — the labour rate, the materials, the wording you use for waste and access — and the next one is picking items rather than rebuilding the thinking. Put your rates up and you change them where they live, once.
That is really the whole argument for running software for quotes instead of a spreadsheet: the first quote costs you the same either way, and every one after it is nearly free. A firm that can turn a request around the same evening wins work from firms that are better at the job but slower at the paperwork.
Add branding, terms, expiry and tax details
The quote goes out carrying your business details, your terms, a date it runs out on, and VAT on every line.
Terms set the expectations before the work instead of after it. An expiry date does quiet work too — it gives a customer sitting on your number a reason to answer this week, and it protects you when material prices move between the quote and the start date.
Tax is configured once and then applied for you. Set VAT at your rate, mark it as your default, and it lands on every line of every quote after that without anyone doing arithmetic on a doorstep. Sales tax, GST and HST are available as tax types as well, so a business trading in more than one market sets each one up and moves on.
A clean, itemised, correctly taxed document wins work against a figure written on the back of a job sheet more often than a lower price does.
Send the quote and record the approval state
Email it and you get back a dated, signed acceptance against a specific price — something you can point at, rather than a message saying “yeah, go ahead”.
The customer taps the link. No account to create, nothing to install. A one-time code arrives in the same inbox and they type it in, which is what makes the acceptance stand up later. If you gave them options they choose one. Then they sign — keyboard or fingertip — on a single page in their own browser, and it is done.
Back in the office you can see which option was taken and when, so nobody is guessing whether a job is sold or still in the air. Chasing stops being a memory exercise and becomes a list you can work down on a Friday afternoon.
Offering three levels rather than one is set out in full on tiered estimates.
Convert an accepted quote into a job
A yes becomes a job on the board with the approved lines already on it.
Nothing is re-entered. The labour, the materials and the charges the customer signed for travel into the work, and when the job is finished the invoice comes off that same record. That join is the difference between real quoting and invoicing software and two tools that merely happen to be sold together: the figure the customer agreed to is the figure they are billed.
It also closes the most expensive gap in a small trade business — work that got done and never got invoiced, because the quote lived in one place and the billing lived in another and the week got busy.
If you are shopping for quote and invoice software, that is the join to test in a demo. Count how many times somebody retypes a price.
Finish the booked work and bill it before you leave
Once the quote is a job, the whole finish runs from the phone in a plant room, a basement or halfway up a valley — signal or no signal.
Open the job you were assigned, work the checklist, take the before and after photos, write the notes, move the status, get the customer’s signature and raise the invoice. Record the payment too, if they hand you a card there and then. Everything holds on the device and syncs itself the moment coverage comes back, so a bad reception day costs you nothing but bars on a screen.
That matters more than it sounds, because the invoice raised on the doorstep is the one that gets paid. The one that waits for somebody to be back at a desk gets raised on Sunday night, if it gets raised at all — and every day it sits there is a day added to the time the money takes to arrive.
Quote it, win it, do it, bill it. Four steps, one record, no retyping in between.
VAT, invoicing and getting the numbers into your accounts
VAT sits on the quote line by line, the invoice inherits it, and the month’s figures leave in a file your accountant can import.
Because tax is a setting rather than a calculation you do by hand, the document a customer sees is right the first time and the same rate is on everything you send. That consistency is what makes a quote look like it came from a business rather than from a phone.
When the books need doing, generate a Xero-formatted or QuickBooks-formatted export from your invoices and payments and import the lot in one pass. An evening of keying in job numbers becomes a file and a coffee.
Between the price book at one end and that export at the other, decent quote and invoice software should mean you never type the same number twice. That is the standard to hold Opsler to — build a quote and follow it all the way through.
Quoting software evaluation checklist
Ten questions to put to any quote software you are weighing up. Opsler’s answers are below — ask the same ten everywhere else and see how many need a follow-up call to answer.
Can I price from a price book I control?
Yes. Labour comes off your service catalogue, materials off your parts list, and anything that fits neither goes on as a custom line.
Can one quote carry more than one option?
Yes. Send a single price, or good, better and best on the same job so the customer decides which level they want rather than whether to spend at all.
Does the customer need an account to accept?
No. They open an emailed link, type in a code sent to the same inbox, and sign on the page in their own browser.
Do I get proof of what was agreed?
Yes. A dated, signed acceptance showing which option they chose — not an email saying go ahead.
Is tax worked out per line or added to the total?
Per line. Set VAT at your rate once, mark it as the default, and it lands on every line of every quote after that.
Does an accepted quote turn into a job?
Yes, with the approved lines already attached — and the invoice at the end comes off the same record.
Can I tell which quotes are still in the air?
Yes. Every quote carries its own state, so a glance tells you what is sent, what is signed, and which number the customer put their name to.
Can the figures reach my accountant?
Yes. Generate a Xero-formatted or QuickBooks-formatted export from invoices and payments and import it in one pass.
What does it cost to start quoting?
Nothing. Two seats free forever, 50 jobs a month, unlimited customers, 100 inventory items and 1 inventory location on the Budding plan.
What happens when the team grows?
$25 per seat per month on Pro. No seat minimum, no bigger tier waiting above it, and a 14-day trial that never asks for a card.
Budding is free forever: 2 seats, 50 jobs a month, unlimited customers, 100 inventory items and 1 inventory location, with quoting included rather than held back for a paid tier. Pro is $25 per seat per month with no seat minimum and a 14-day trial that asks for no card.
Quoting software questions
It builds a priced quote from reusable items — labour, materials and one-off charges — sends it to the customer, records a signed acceptance, and turns that acceptance into booked work without anyone retyping the numbers. Search for quotation software, quote software or software for quotes and you land in the same category. The part that separates a trade tool from a generic one is the handover: a quote that becomes a job and then an invoice off one record, rather than three documents that have to be reconciled by hand on a Sunday.
CPQ — configure, price, quote — is built for sales teams assembling complicated product configurations through approval chains, usually inside a large sales organisation. Trade quoting is a different job: a customer wants a number for work at their property, quickly, and that number has to survive into the invoice. Opsler is built for the second one. Price it on site, get it accepted, convert it to a job. If you need product configuration rules or multi-stage internal sign-off, that is a different category of tool entirely.
Fast enough to matter. Labour comes off your service catalogue and materials off your parts list, so the second quote for a job you have done before is picking items rather than pricing from scratch. Add good, better and best if you want the customer choosing a level instead of choosing whether to spend, then email it. They open a link, enter a code sent to the same inbox, pick their option and sign. When the books need doing, a Xero-formatted or QuickBooks-formatted export sends the invoices and payments to your accountant in one pass.
Yes, and that is deliberate — every account you ask a customer to create costs you acceptances. They tap the link in your email, a one-time code arrives in the same inbox, they enter it, choose an option if you offered more than one, and sign with a keyboard or a fingertip. One page, their own browser, no download. You get back a dated signature against a specific price.
On Opsler, nothing for two people. The Budding plan gives you 2 seats, 50 jobs a month, unlimited customers, 100 inventory items and 1 inventory location, free forever — a working setup, not a trial with a countdown on it. Pro is $25 per seat per month with no seat minimum, so a fifth quoter costs $25 rather than a new plan. Priced that way, quoting and invoicing software pays for itself on the first job it stops you forgetting to bill.
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Build a quote and follow it all the way to paid
Price a real job, send it, accept it as the customer would, and watch it land as work — on the free plan, in about ten minutes.
Free forever on the Budding plan. No credit card required.