Tradesmen Business Software

Custom Quoter is choc-full of powerful functionality for anyone in the tradesmen looking for business software. We have taken years of real-world experience and built a single feature-rich, simple to use, carry anywhere, platform to help you to win more jobs, improve your cashflow and simplify your project management.
workman ready to invoice
landscapers

Features

See our extensive list of features for tradesmen business software below
  • Job Pricing in Minutes Not Hours
  • Rapid Estimation/Quotation Tool
  • Create Customised Pricing Forms
  • Compare Supplier Prices Instantly
  • Automated Job Follow-up/Chase
  • Swifter Invoicing from Anywhere
  • Searchable Contacts Database
  • Emails to Inboxes Not to Spam
  • Customisable Email Templates
  • Track Email Opens
  • Simplified Job Payment Solution
  • Calendar Task/Job Allocation
  • Job Timeline Audit Trail
  • H&S, Risk and Contracts Creator
  • Job Specification Tool
  • Add Photos/Sketches/Documents
  • Quickly Access Estimates
  • Rapidly Reuse Templated Quotes

Invoicing

Timing is everything, the quicker you can submit your quote the better your chances of winning the job. So, Custom Quoter offers loads of features to help you do just that, including: instant quotes, pulling from old jobs for new quotes, payment buttons inside quote emails, automated chaser emails, personalised templates with all your accreditiations. See when your clients have read your email, ability for them to except an estimation within the email so you can turn it to a quote.


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quotation software
team management calendars

Job / Team Calendar Management

Organisation is the key to any business growth and our calendar system is number one in the business. See all your and your teams jobs in one, assign jobs to people in your team, assign jobs to clients, match calendars to specific jobs to see in the job timeline. You can't double book, you can see each member of the teams calendars, colour code specific tasks and much more.


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Product Forms For Custom Calculations

Add as many products as you need to the system, with the most extensive estimation tool available, no matter what your formula is our calculation tool will work it out down to the last nail on a loft conversion, or how many skips you may need digging out someones garden.


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Product Forms
Field management module Custom Quoter

Field / Team  Management

Manage your teams day to day tasks by being able to set specific tasks for an individual team member or group to do on specific days or specific jobs and then let them show you their progress by uploading notes, images and videos, so you can see exactly what has been done for that job on the day.

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Live Product Pricing

Material prices are changing all the time and at custom quoter we have brought live pricing from the UK's biggest suppliers, whilst adding more regularly, so you can cost your job immediately and also download a buy sheet of the materials you need.


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Live Product Pricing
health and safety document creation

Health & Safety Document Creation

Create all your health and safety reports in the system, assign them to specific jobs so everything is held for you within the cloud and can be customised, edited and sent to clients immediately.


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Staff Access Controls

At Custom Quoter we have made the most extensive list of what access different members of staff can have within the system, so that you know that all areas of the business are secure within the system. Certain stuff can edit quotes or create quotes, or different health and safety reports etc.

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staff access control levels
company details set up

Company details Set Up

Set up your company details with logos and business address to make all your quotes look much more professional when sending them out through the system and have a fully branded system.


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STMP Email Set Up

No more quotes going into spam, in custom quoter you can set up the system so all emails leaving are going out directly from your email, or your colleagues emails so everything lands in your clients inbox.


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smtp email set up
client lists

Searchable Client Lists

Keep all your clients in one place , with an easy search function that will find them immediately where you can create a quote/estimate ewith one click.


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custom quoter logo white
The most valuable tool on the van for anyone that needs fast estimating, quoting and invoicing in the trade or construction industry. With super powerful job management and many other great features.
Company Number 09056245
74a High Street Wanstead,
London,
E11 2RJ
0204 548 4000
info@customquoter.com



 
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