Create professional estimates, track acceptance, and convert to invoices instantly — synced between iOS and the web.
From first estimate to final payment — managed from your phone
Watch how business owners create professional quotes, convert them to invoices, and get paid faster — all from one app rated 4.9 stars.
Join the UK's highest rated invoice and quote app
Build compelling, itemised quotes in minutes with templates, line items, discounts, and VAT. Every quote goes out as a branded PDF that impresses clients before you even start the job.
Monitor pending, accepted and expired quotes in one centralised list. Follow up at exactly the right moment with automated reminders and client activity insights.
When a client says yes, convert the accepted quote to a professional invoice in a single tap. Every line item, price, and VAT calculation carries across — no retyping, no errors.
Run multiple businesses? Switch between separate profiles in one tap. Each business gets its own logo, quote numbering sequence, branding, and client database — completely separate, beautifully organised.
Every tool you need to win more jobs and get paid faster
Build professional estimates in minutes with smart templates, saved items, and automatic VAT calculations. Send a branded PDF before you've left the client's driveway.
Convert accepted quotes to invoices with a single tap. All pricing, line items, and client details carry across automatically — no retyping ever needed.
Track pending, accepted, and expired quotes in real time. Monitor your quote-to-win ratio and see exactly which clients and job types convert best.
Every quote is saved against the client's CRM profile alongside invoices, notes, and payment history. See exactly what you quoted a client last time in seconds.
Quote under separate business profiles with different branding, numbering sequences, and client lists — all managed from the same login with one-tap switching.
If a converted invoice goes unpaid, access built-in legal tools to recover what you're owed — demand letters, guidance, and recovery support all in-app.
Convert a quote, get the job done, but the client won't pay? BillMate's built-in legal support gives you access to demand letters and small claims guidance directly from the app — backed by the audit trail from your original quote.
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Join thousands of tradespeople and contractors who win more work with BillMate quotes
"I send quotes while I'm still on site and customers approve them the same day. One tap converts it to an invoice when the job's done. The quote-to-invoice flow is seamless."
"The CRM stores every client's quote history so I can see what I've quoted before. No more guessing — I just pull up their profile and the pricing is right there."
"My quotes look more professional than half the big firms I compete against. Customers tell me the branded PDF is what made them choose me over others. Five stars."
"I quote for corporate wellness packages and private sessions from the same CRM. Each client profile keeps their history clean so I never send the wrong pricing."
"Emergency callouts need instant quotes. I build one in thirty seconds on the doorstep, the customer agrees, and the CRM logs everything. Convert to invoice before I drive away."
"The CRM keeps every client interaction, quote, and invoice in one place. When a lead comes back six months later I can pull up exactly what I quoted them. Game changer."
"I used to scribble quotes on the back of receipts. Now I send a proper branded estimate from the CRM before I've climbed off the roof. Win rate has gone through the roof too."
"Wedding cake quotes need a lot of detail — tiers, flavours, delivery. BillMate's quote builder lets me itemise everything beautifully. Brides love receiving a professional PDF."
"I quote wedding packages and commercial day rates as two different businesses in the CRM. Each has its own branding and the quote templates are specific to each service."
"My clients who use BillMate's quoting and CRM arrive at year end with a complete paper trail — every quote, every approved estimate, every invoice. Makes my job a dream."
"I quote for new commercial contracts and the CRM tracks which ones convert. I can see my quote-to-win ratio which helps me price more competitively."
"I send detailed project estimates with phased milestones. When the client approves, I convert each phase to an invoice as it's completed. The CRM tracks the entire lifecycle."
"Boiler replacement quotes need parts, labour, and disposal itemised. The quote builder handles it perfectly and the client gets a professional PDF they can show their partner."
"The CRM remembers every dog's breed, temperament notes, and what the owner paid last time. I quote the right price instantly without looking anything up."
"I send block booking quotes for 10 or 20 lessons. Parents approve, I convert to invoice, and the CRM tracks how many lessons are remaining. Simple and effective."
"Design consultations, furniture sourcing, and project management all quoted separately on one estimate. The CRM links everything to the client so nothing gets lost."
"I send detailed estimates for extensions and loft conversions. Materials, labour, skip hire — all itemised. When the customer says yes, one tap converts to invoice. Brilliant."
"I quote termly packages for each student and the CRM tracks which subjects they take. Parents get a clear quote with dates and hours. Very professional."
"I diagnose the problem, build a quote with parts and labour on the spot, and send it before I've closed the bonnet. The CRM keeps the vehicle history for next time."
"Bridal hair trials, wedding day styling, and bridesmaid packages — each itemised on one beautiful quote. The CRM saves the bride's preferences so the follow-up is personal."
"The quote feature won me more jobs than anything else. Customers compare my professional PDF estimate against a text message quote from the other guy. I win every time."
"I quote gel sets, nail art, and wholesale kit bundles from different business profiles. The CRM remembers each client's usual style so I can suggest add-ons."
"Garden design quotes with planting schedules, materials, and labour phases. The CRM tracks which quotes are pending so I follow up at the right time. Win rate is up 30%."
"Corporate wellness quotes for 20+ employees with individual session pricing. The CRM stores the company contact and I just update the headcount each quarter."
"Wedding DJ quotes include setup time, equipment, lighting, and overtime rates. The CRM logs the venue details so when they rebook me next year everything's already there."
"I quote for different hour packages and the CRM tracks each child's schedule. Parents get a clear quote with days and hours broken down. Very reassuring for them."
"I quote cameras, cabling, installation, and monitoring separately. The customer sees exactly what they're paying for. Quote approvals come back faster because there's no ambiguity."
"I quote annual accounts, bookkeeping, and payroll as separate line items. The CRM tracks which services each client uses so renewal quotes go out on time every year."
"Quick quote, quick approval, quick job, quick invoice. BillMate has made every stage of my business faster. Clients always comment on how professional it all feels."
"I quote for discovery sessions, monthly programmes, and intensive packages all from one CRM. Converting accepted proposals to invoices is instant. Absolutely love it."
"Quoting for house moves used to take ages. Now I build a detailed quote in the app, send it instantly, and convert to invoice when the job's done. My win rate is way up."
"I quote materials, labour, and groundwork separately. Customers can see exactly where the money goes. Approvals come in faster and disputes have basically stopped."
"Works perfectly offline in the middle of a forest with no signal. Quote built, sent when I'm back in range, customer approves, one tap to invoice. Flawless workflow."
"No nonsense app. Quote, approve, invoice, paid. That's my whole cycle now and BillMate makes every step take seconds. Five stars without hesitation."
Everything you need to know about BillMate's Quote CRM
Yes — you can add your business logo, choose from multiple professional templates, adjust colours to match your brand, and customise payment terms, validity dates, and footer notes. Each business profile can have its own unique branding.
Once a client approves your quote, you convert it to an invoice with a single tap — all line items, pricing, VAT, and client details carry across automatically with no retyping. The original quote stays linked to the invoice in the CRM, giving you a complete audit trail from first estimate to final payment.
Absolutely — you can set custom tax rates including standard, reduced, and zero-rate VAT, then apply them per line item or to the entire quote with totals calculated automatically. All VAT calculations carry across exactly when the quote converts to an invoice.
Yes — BillMate supports multi-currency quoting and invoicing, so you can select the correct currency for each client and the system handles all formatting, symbols, and decimal conventions automatically. Ideal for UK businesses quoting international clients.
Once a quote converts to an invoice, BillMate sends automated payment reminders on a schedule you control. If the invoice remains unpaid, the built-in Legal Support feature helps you escalate professionally with formal demand letters and recovery guidance — all from within the app, with the original quote attached as evidence.
Yes — BillMate is purpose-built for multi-business owners, letting you create unlimited separate business profiles each with their own logo, quote numbering sequence, payment details, and branding. Switch between businesses in one tap with no crossover or confusion.
Yes — every quote you send is stored against the client's CRM profile alongside their invoices, payment history, and notes. See what you quoted last time, which quotes converted, and your overall quote-to-win ratio. Invaluable for follow-ups and consistent pricing.
Yes — export your full quote and invoice history filtered by date range, client, or business profile, then download as CSV, PDF, or Excel formats. The exports include the full paper trail from original quote through to paid invoice, compatible with Xero, QuickBooks, Sage, and FreeAgent.
Create professional quotes, track acceptance, and convert to invoices instantly