Features

Built for quoting, not for show

Deterministic quantity engine

Geometry → assemblies → bill of materials → waste → packs. Measured, waste-adjusted and purchased quantities are all kept, so you can see why you're buying 4 packs of bricks and not 3.

Labour from productivity, not guesswork

Every activity has documented hours per unit, a crew, a minimum and a set-up allowance. Effort in person-hours and elapsed programme in weeks are shown separately.

Honest pricing status on every line

Verified account price, verified public price, dated catalogue allowance, provisional allowance, or price unavailable. Never £0 for a missing price. Never a fake 'live' price.

Your own price book

Type in your negotiated prices or import a CSV from your merchant's price list. Your prices are yours alone and beat the catalogue automatically.

Provisional sums where they belong

Foundations, ground conditions, steels, trusses, glazing frames and specialist packages are allowances until confirmed — clearly labelled on the quote as provisional sums.

Markup or margin, your choice

£10,000 cost at 20% markup sells for £12,000; at 20% gross margin it sells for £12,500. Both are supported, the cost base is stated, and overheads and profit are never applied twice.

VAT resolved before anything goes out

Standard, reduced, zero or not registered. No quote leaves with VAT unresolved, and no tax treatment is inferred from a project label.

Readiness checks

Missing prices, stale prices, unreviewed assumptions, unconfirmed allowances, unset VAT: each blocks a firm quotation, none blocks a budget estimate you have chosen to send.

Immutable quote versions

Once issued, a version is frozen with its prices, rates and settings. Revisions are new versions; the old link stops accepting.

Branded PDF and secure customer page

Same immutable version, two outputs. The customer page never carries your cost rates, supplier names or margins.

Explicit sending, automatic reminders

Preview never sends. One clear action does. Reminders on your schedule, cancelled on any reply, acceptance, decline, expiry or pause; safe against retries and double-clicks.

Customer actions with a record

Ask a question, request changes, decline, accept. Acceptance records who, when, which version and which terms — and an expired or superseded version cannot be accepted.

Side-by-side options

Compare finish levels and stages for the same job and see the price difference before you talk to the customer.

Installable phone app

Add to home screen on iPhone or Android. Saved drafts are editable offline, sync on reconnect, and stay private per signed-in user.

Multi-tenant by design

Row-level security in the database, enforced for every query — the same model that runs Agent Legend.