Questions on the quote
You never learn that a £4,000 job died over a radiator
A customer who won't ring to query one line just goes quiet. The thread on the quote is where that question gets asked instead — against the document, on the line they're looking at.
QUO-0417 · the exchange
Does that include taking the old one away?
Ruth Ellery · 19:42
It does — removal and disposal are the £0.00 line, included in the price.
You · 08:11
Perfect, that was the bit I wasn't sure about. Happy to go ahead.
Ruth Ellery · 08:29
Attached to QUO-0417, permanently
The question gets asked at all
Ringing to query a single line feels like a fuss, so most people don't. They just don't reply, and the quote quietly dies of a misunderstanding you never hear about.
The answer lives on the document
Not in someone's memory of a call, and not in a WhatsApp thread on a phone that got replaced. When there's a disagreement in six weeks about what was included, the exchange is right there on the quote.
Read as a thread, with unread counts
You're told when a question comes in and you answer from inside the quote; the customer gets your reply by email. Nothing sits unanswered for three days because it landed in the wrong inbox.
Where it stands
Every quote is in exactly one stage
This is a real distinction, not presentation. A quote that was won is still, technically, a quote that was sent and opened — so a filter built on those flags hands you back every quote you have ever sent when you ask for the ones still waiting. Here, “awaiting reply” means awaiting a reply, and picking two stages shows you both rather than nothing.
- 01
Draft
Yours. Not sent, not counted in anything.
- 02
Awaiting reply
With the customer, undecided. This is the list you actually want when you ask what's outstanding.
- 03
Won
Accepted. It becomes the work.
- 03
Lost
Declined, or you closed it. Off your list either way.
Three signals that layer on top of the stage
Opened
The one that changes behaviour. A quote sent four days ago and never opened is a completely different phone call from one opened three times yesterday.
Revised
You sent a new version after a conversation. The quote stays awaiting a reply — it's the same decision, differently priced.
Converted
It has produced an invoice, a job sheet, or both. Still a won quote — the conversion is a fact about it, not a stage of it.
Chasing a quote is a decision you make, not something OnPoint does behind you. The automatic overnight chasing runs on invoices and certificate renewals — not on quotes.
The decision
They decide on the quote itself, in a browser
No account, no login, no app — the same link they were sent. Accepting tells you straight away, and tells the customer what happens next instead of leaving them wondering whether anyone got it.
Declining is made easy on purpose
A clean “no” is worth far more than three weeks of silence you keep chasing.
They can pay the deposit while they're saying yes
By card or bank transfer, at the moment they accept. The gap between “yes” and “money” is where jobs go cold.
The same link carries their certificates, renewals and invoices — see the customer portal.
Halcyon Heating Ltd
Your quote is ready
Combi swap & system flush at 12 Ashby Grove. Valid for 30 days.
Accept or decline — there's no signature to capture on a quote.
Pricing it
The margin is decided as you build it, not worked out afterwards
Enter what the part cost you and the markup — a percentage or a flat amount — and the price follows. By the time it's too late to change, you already know what you made.
| Line | Cost | Markup | Price | VAT |
|---|---|---|---|---|
| Boiler, supply & fit | £1,560.00 | 50% | £2,340.00 | 20% |
| Removal of old unit | £0.00 | — | £0.00 | 20% |
| Powerflush, 8 radiators | £140.00 | +£280.00 | £420.00 | 20% |
| Thermostat, customer's own | £0.00 | — | £0.00 | 0% |
Cost column is yours only — the customer's copy shows the price and the VAT.
A saved price list
For the things you fit every week, so the tenth boiler swap isn't priced from scratch.
Deposits, discounts and uplifts
A deposit as a percentage or a fixed amount, and a discount or uplift applied to the whole document.
The UK construction rules
The VAT domestic reverse charge and the CIS labour/materials split apply to a quote exactly as they do to an invoice, so the figure you quote is the figure that gets invoiced. How that works.
One quote, several outcomes
A paper trail, rather than a pile of paper
A won quote becomes the work. It can become a job sheet for the engineer and an invoice for the customer — several documents, not a single hand-off that loses the original.
Every document it produced stays linked, in both directions, on all of them. Converting a quote a second time never overwrites the first link. So from the invoice you can get back to the quote the customer actually agreed to, and from the quote you can see everything it turned into.
When a customer says “that's not what we agreed”, the agreed version is one click from the invoice — with the question thread still on it.
Job sheet · JOB-0902
from QUO-0417
Invoice · INV-1204
from QUO-0417 · £3,312.00
Deposit · £662.40
paid on acceptance, 3 Sep
Each of these links back to the quote, and the quote lists all three.
Straight answers
Including what quotes deliberately don't do.
01Can customers accept a quote online?
Yes — accept or decline on the quote itself, in a browser, from the link they were sent. Accepting tells you straight away and tells them what happens next. There's no signature capture on a quote: it's an acceptance, not a signed contract.
02Do they need an account or an app?
No. No login, no download, nothing to sign up for — the link opens in whatever browser they already have.
03Can they ask a question about a quote?
Yes. There's a thread on the quote — they ask, you're told, you answer from inside the quote in OnPoint, and they get your reply by email. The whole exchange stays attached to the quote, so it's still there when someone queries what was included weeks later.
04Can I see if a quote has been opened?
Yes. Opened shows against the quote, which is the signal that changes what you'd do — a quote sent four days ago and never opened is a different phone call from one opened three times yesterday. It doesn't tell you how long they looked at it.
05Can I take a deposit when they accept?
Yes, by card or bank transfer, at the point they accept — set as a percentage or a fixed amount. The gap between “yes” and money is where jobs go cold.
06Can I set a markup per item?
Yes. Enter what the line cost you and the markup — a percentage or a flat amount — and the price follows, so the margin is decided as you build the quote rather than discovered afterwards.
07Can I save prices for things I quote often?
Yes — a saved price list for the work and parts you handle every week, so the tenth boiler swap isn't priced from scratch.
08Can a quote have different VAT rates on different lines?
Yes. VAT is set per line, so zero-rated lines sit on the same quote as standard-rated ones without splitting the document in two.
09Does it handle the reverse charge and CIS on a quote?
Yes — the VAT domestic reverse charge and the CIS labour/materials split apply to a quote exactly as they do to an invoice, so the figure you quote is the figure that gets invoiced. The detail is here. It isn't tax advice, and whether either applies to a job remains your judgement.
10Can a quote become an invoice — and a job sheet as well?
Both, from the same quote. Everything it produces stays linked in both directions on all of them, and converting a second time never overwrites the first link — so the invoice always leads back to the quote the customer actually agreed to.
11Can I send a revised quote?
Yes. A revised quote is marked as revised and stays awaiting a reply — it's the same decision, priced differently, with the question thread intact.
12Does OnPoint chase quotes for me?
No. The automatic overnight chasing runs on invoices and certificate renewals, not quotes. Following up a quote is a decision you make — what OnPoint gives you is a list of the ones genuinely still waiting, and whether each has been opened.
13What does it cost?
£19 for the first seat and £9 for each seat after. Quotes, the question thread and online acceptance are on every plan — there's no higher tier. See pricing.
Send one quote and watch what comes back.
14 days free, no card. Price it with the cost and markup columns, send it, and see the difference between a quote you posted into the void and one you can see the state of.