Quoting software for UK trades
Quotes your customers can choose from, accept and pay.
Offer good, better and best, with extras they can tick. Your customer picks on their phone, watches the total change, then accepts and pays the deposit from the same link. No login, no app.
14 days free, no card. Then £19 a month for you and £9 for each person you add.
You're Hannah. Northgate Bathrooms sent you this quote. Choose, tick, then accept, ask or decline.
Quote
Bathroom refit
Quote NB-0231 · Prepared for Hannah Whitfield · 21 September 2026
Choose your option
3 optionsIncluded in every option
- Strip out and take away the old suite
- Make good, plaster and paint
Optional extrasTick anything you'd like added
Your total
£8,160.00inc. VAT
For Better
Deposit to secure your bookingBalance due on completion
£2,040.00
Accepting won't charge you. Northgate Bathrooms will confirm a date first.
- For Better
- Subtotal
- £6,800.00
- VAT
- £1,360.00
- Total
- £8,160.00
- Deposit to start (25%)
- £2,040.00
Pick an option and tick any extras. The total and the 25% deposit follow what you choose.
01Price it
Now switch sides.
This is the quote Hannah just played with, as Northgate Bathrooms built it. Pick lines from your saved products or type your own, put a markup on each as a percentage or a fixed amount, and the price follows. With options on, the lines in every option go in once, each option adds its own, and the extras sit underneath for the customer to tick.
- The cost and your markup stay in the office. The customer only sees the price
- VAT is set line by line, and the reverse charge and CIS work on a quote as they do on an invoice
- Options are off until you switch them on for a quote, with two to four versions of the job
- Templates for the jobs you quote every week, so the tenth one isn't priced from scratch
Quote · NB-0231
Bathroom refit
Hannah Whitfield · 12 Beech Grove
Offer options
Let the customer choose between versions of the job: Good, Better, Best. They pick one when they accept.
In every optionCounted whichever option they choose
Strip out and take away the old suiteLabour
£450.00
Make good, plaster and paintLabour
£600.00
Good
£6,480.00
BetterRecommended
£8,160.00
Basin, WC and vanity unitCost £1,150.00 · Markup 30%
£1,495.00
Walk-in shower tray and glass screenCost £980.00 · Markup 30%
£1,274.00
Thermostatic shower, concealed valveCost £420.00 · Markup 30%
£546.00
Fitting and tiling, 5 daysLabour
£2,435.00
Best
£9,720.00
Optional extrasThe customer ticks what they want
Heated towel rail, chromeCost £240.00 · Markup £60.00
£300.00
Extractor fan with a humidity sensorCost £140.00 · Markup £50.00
£190.00
Recessed shelf in the showerLabour
£155.00
What Hannah sees
Change the markup on the shower tray. Hannah's price for Better moves with it.
02Answer and follow up
If they're unsure, they ask. If they go quiet, OnPoint asks.
A customer who won't ring about one line just goes quiet. On an OnPoint quote they ask on the quote itself, you're told, and you answer from the office. Asking never changes the quote: it stays open for them to accept.
The question lands in the office.
It shows as a banner on the quote, above everything else, until someone answers. Your reply goes to Hannah by email and stays on her quote with the question. Ask something in the quote at the top of the page and it turns up here.
Bathroom refit · NB-0231
SentOpened1 questionHannah asked a question“Could the tiles go all the way up in the shower?”
QuestionsHannah sees your reply in their portal
And when nothing comes back at all.
Switch on follow-ups and an unanswered quote gets a polite email with a link to accept, decline or ask. They go out between 10:00 and 12:00, never for a quote more than 90 days old, and you can take any single quote off them.
Quotes
A polite follow-up when a customer hasn't answered a quote.
Follow up unanswered quotes
With a link to accept, decline or ask a question. Stops when they answer or it's converted, and you can switch it off on any quote.
First one after
Days after sending.
Then every
Days between them.
At most
Up to 5.
Text them too
To the customer's mobile, never before 08:00 or after 21:00.
Nothing happens automatically when a customer sits on a quote.
Settings · Reminders · off until you switch it on
What Hannah gets
Monday 21 September · sent
Quote NB-0231 emailed to Hannah
Nothing is sent. The quote waits, and so do you. Switch follow-ups on to see what Hannah would get.
Stops the moment Hannah accepts or declines, or you convert the quote.
Visit report
Leak from the shower tray
Sam Okoro · 14 September · Hannah Whitfield
Tray cracked at the waste, water getting behind the wall tiles. Isolated the shower. Customer wants a price to put it right.
Recommended parts
- Shower tray, 1200 × 800
- Thermostatic bar shower
- Tile adhesive and grout
03From the visit
The engineer finds it. The quote is half written.
Under the photos on a visit report, Quote recommended work turns the parts the engineer recommended into quote lines. Anything that clearly matches your price list comes in priced. Anything that doesn't is marked Needs a price, so nothing goes out at £0 by accident.
- You review every line and photo before anything is created
- Up to six photos come across, Before shots first. After shots never do
- The photos show on the quote, in the customer's portal and on the PDF
04Won
The yes becomes the invoice.
When Hannah accepts, her choice is saved with the quote, and the PDF shows only what she chose. When she pays the deposit online, the quote becomes an invoice with the payment already on it. Only the lines she chose come across, and every document stays linked to the quote she agreed to.
With Better, the choice made in the quote at the top of this page:
Quote · NB-0231
Bathroom refit
Chosen: Better
- Strip out and take away the old suite
- Make good, plaster and paint
- Basin, WC and vanity unit
- Walk-in shower with a glass screen
- Full-height tiling
Invoice
#1790952671034
Payment history · Online payment (Stripe) · £2,040.00
Job sheet
Bathroom refit
The same quote can become a job sheet for the engineer as well as the invoice. Converting again never overwrites the first link, so each document leads back to the quote.
Undecided? It asks
Convert a quote with options before the customer has chosen and OnPoint asks which option they chose first.
Bigger jobs, in stages
Once it's an invoice, split what's left into stages paid as the work is done, with retention if you've agreed it.
Their money, your account
Deposits paid online go to your own Stripe account. OnPoint takes nothing from them, and only Stripe's own fee applies.
Where the quote goes next.
Quotes are one part of OnPoint. Everything here is in the same app, on the same plan.
Quoting for plumbers, boiler installers, kitchen and bathroom fitters, builders, electricians and renewables installers.
Moving from another app? See how OnPoint compares.
- Invoices and paymentsDeposits, stage payments, retention, CIS and the reverse charge.
- Customer portalOne link for their quotes, invoices, certificates and bookings.
- RemindersQuote follow-ups, invoice chasing and renewals, each one yours to switch on.
- Photos and reportsBefore and after photos, marked up, in a report that can become a quote.
- Customers and propertiesEvery quote on the customer and the property it's for.
- ReportsQuotes sent, won, lost and still open, with your win rate.
Questions about quotes.
Anything else? Ring +44 7884 697405 or email us.
What is OnPoint's quoting software?
It's the quoting part of OnPoint, job management software for UK trade businesses. You price a quote from your own products with your markup, offer Good, Better and Best options with extras, and send it as a link. Your customer chooses, accepts, asks a question or pays the deposit from that link, with no login and no app.
Can customers accept a quote online?
Yes. They accept or decline on the quote itself, in their browser, from the link they were sent. If the quote has options, they pick one as they accept. Accepting doesn't charge them, and you're told straight away.
Can I offer Good, Better and Best options?
Yes. Switch on options for a quote and it carries two to four versions of the job, with Better marked Recommended to start with, plus optional extras the customer can tick. Lines that belong in every option go in once. Options are off on every quote until you switch them on, and only the lines the customer chose become the invoice or job.
Can I take a deposit when they accept?
Yes, as a percentage or a fixed amount. A percentage is worked out on the option they choose. They pay by card or Pay by Bank through your own Stripe account, or by bank transfer, once they've accepted. Paying online turns the quote into an invoice with the payment already recorded. OnPoint takes nothing from the payment, and only Stripe's own fee applies.
Can customers ask a question about a quote?
Yes. They ask on the quote, you get a notification and a banner on the quote, and you answer from the office. They get your reply by email and see it on the quote. Asking never changes the quote's status, so it stays open for them to accept.
Does OnPoint follow up quotes for me?
It can, once you switch it on. Follow-ups are off until you do. Then an unanswered quote is emailed 3 days after it's sent and once more 4 days later, between 10:00 and 12:00. You choose the gaps and how many, up to five, and can add a text. They stop when the customer accepts or declines or you convert the quote, they never go to a quote more than 90 days old, and you can switch them off on any quote.
Can I see if a quote has been opened?
Yes. Opened shows against the quote in your list, so you know whether they've looked before you ring.
Can I turn a visit report into a quote?
Yes. Quote recommended work, under the report's photos, turns the parts the engineer recommended into quote lines. Lines that match your price list come in priced, the rest are marked Needs a price, and up to six photos come across to show on the quote, in the portal and on the PDF.
Does it handle VAT, the reverse charge and CIS on quotes?
Yes. VAT is set line by line, and the VAT domestic reverse charge and the CIS labour and materials split work on a quote just as they do on an invoice, so the figure you quote is the figure you invoice.
Can I write a quote with no signal?
No. Quotes and invoices need a connection. Jobs, photos, forms, certificates and clocking in work with no signal.
What does it cost?
£19 a month for you and £9 a month for each person you add, with every feature, quotes included, and no contract. You get 14 days free first, with no card needed. Or pay yearly: £228 a year for you and £108 for each extra person.
Send your next quote from OnPoint.
Give it three options and a deposit, and see what comes back. £19 a month for you and £9 for each person you add, with every feature and no contract. Or pay yearly: £228 a year for you and £108 for each extra person.
14 days free, no card. See pricing