For every trade
Your Google reviews, turned into videos. And a quote app for tradesmen that prices from your own list.
One 5 star review a day, made into a short video and posted on your YouTube. People check you out before they ring, so let them see what your customers say.
Every plan also comes with a simple CRM for your quotes, invoices and customers. Use it when you want it. Your data stays yours.
Make my free videoYour first video is free, with no card. After that you choose: the Free plan, the Reviews plan at £19.99 a month with the first 7 days free, or the Pro plan at £49 a month.
Most quotes are lost between the visit and the price. The customer asks on Tuesday. By Friday they have booked whoever replied first.
DrSaaS prices from your own list, sends from your phone and turns a yes into a booked job.
Why quotes go out late
It is rarely the price that loses the work. It is the evening. A quote from scratch means finding the notes and working out the materials. Then remembering what you charged last time. After a full day on the tools that becomes a Sunday job. Sunday is too late for a customer with three other numbers.
So the question for any quoting app is simple. How few taps does it take, from standing in the customer's kitchen to the price landing on their phone?
If you want to see what a complete quote should hold first, the quote template for tradesmen page has a worked example and a layout to copy.
What a quote app should do for you
- Price from your own list. You set your prices once, the jobs you do most often with what you charge for each. Every quote after that is picking lines, not doing sums.
- Let you change a line without losing the original. Knock a line to nothing as a goodwill gesture and it still shows on the quote at zero, so the customer sees what they were given.
- Show you the document before it goes. You see the quote the way the customer will, then send it. No surprises in somebody's inbox with your name on them.
- Send it the way your customers reply. Email for the landlord, WhatsApp for the homeowner who never checks email.
- Turn a yes into work. An accepted quote should become a job with the customer, the address and the price already on it, not a note to type it all again.
How quoting works in DrSaaS
Your price list lives in the app. A quote is built from it in a few taps, on your phone, while you are still parked outside. You can add a discount with a reason, mark a line as included, and put the quote against a customer you already have or make a new customer from the details on it.
Before anything is sent you open the PDF and see it exactly as the customer will. Then you choose email, or WhatsApp, which opens with the message ready for you to send. The quote is logged against the customer, so you can see what went out and when without hunting through your sent folder.
When the customer says yes, you tap accepted. That makes the job on their record, once, and you can go straight on to book its days in the diary. From there the same job carries on to the invoice, so the price you quoted is the price that turns up on the bill. There is more on that last step on the invoice app for tradesmen page.
Start freeOne app, not a quoting tool on its own
A quote is the start of a trail, not the whole of it. Every DrSaaS plan comes with a simple CRM, so the quote, the job, the booked days, the receipts for the parts, the invoice and the review request at the end all sit on the same customer.
The other half of winning work is being found in the first place. Every finished job asking for a Google review is covered on the how to get more Google reviews page.
Questions
Can I send a quote from my phone?
Yes. You open the quote on your phone, look over the PDF exactly as the customer will see it, and send it by email or WhatsApp.
What happens when a customer accepts the quote?
One tap marks it accepted and makes the job on that customer's record, and you can go straight on to book its days in the diary. A quote can only make one job, so a second tap is refused.
What it costs
Quoting comes with every plan, the Free plan included. Reviews is £19.99 a month and posts one review video a day on your YouTube. Pro is £49 a month and adds videos of your own jobs. See the three plans.
Start free