Edinburgh
TRADES QUOTING DOMESTIC AND COMMERCIAL IN ONE WEEK
Separate templates and margin targets for domestic and commercial work stop the two being priced the same way.
QUOTING & ESTIMATING
Quotra case study: getting quotes out the same day, priced properly
Quotra turns quoting from an evening job into a same-day one: a maintained price book, reusable templates and margin rules that stop work being won at the wrong number.
Measured results
- Same day
- QUOTE TURNAROUND
- 1
- MAINTAINED PRICE BOOK
- Every quote
- MARGIN CHECKED
- Tracked
- WIN RATE BY JOB TYPE
How a job runs, end to end
Every stage below is a real handover in the business. Quotra removes the phone calls and the re-keying between them.
- 01
Capture the enquiry
Enquiry details, photos and measurements land against a customer record.
ENQUIRY CAPTURE
- 02
Build from templates
Common job types start from a template rather than a blank page.
QUOTE TEMPLATES
- 03
Price from the book
Materials and labour pull current rates, so nobody quotes on last year's prices.
PRICE BOOK
- 04
Check the margin
Margin rules flag a quote that falls below target before it is sent.
MARGIN RULES
- 05
Send, chase, learn
Quotes are sent, followed up automatically and reported on by win rate and job type.
FOLLOW-UP · REPORTING
What changes
BEFORE
- Quotes written up in the evening, days after the visit.
- Rates retyped from memory or an old spreadsheet.
- No follow-up unless someone remembered.
- Win rate unknown, so pricing never improved.
AFTER
- Quotes out the same day as the visit.
- One current price book behind every quote.
- Automatic follow-up on every open quote.
- Win rate by job type feeding the next price review.
Where it runs
The same platform, shown in the places our clients actually operate.
Glasgow
HIGHER-VOLUME ENQUIRY FLOW
Automatic follow-up carries the volume that a small office cannot chase by hand, which is usually where quoted work quietly dies.
UK-wide
MULTI-BRANCH PRICING
Branch-level rates sit under one price book, so regional cost differences are priced without maintaining separate spreadsheets.
Questions operators ask
How is Quotra different from quoting inside our accounts software?
Accounts software prices an invoice after the decision. Quotra is built for the stage before that: templates, a live price book, margin rules and follow-up on quotes that have not been answered.
Can we keep our own pricing structure?
Yes. The price book is built from the rates the business already uses, including branch or customer-specific rates.
What stops a job being won at a bad price?
Margin rules flag any quote that falls under the target for that job type before it can be sent, and the win-rate reporting shows whether the target is realistic.
Other platform case studies
MUCKAWAY, PLANT HIRE & HAULAGE
GoMuc
GoMuc replaces the daily phone ringaround with a live marketplace: a job is posted once, verified suppliers and drivers respond, the docket is captured on the phone, and the invoice fires from the signed drop.
COMMERCIAL & DOMESTIC LANDSCAPING
Landscape Flow
Landscape Flow takes a landscaping business off whiteboards and spreadsheets: measured quotes built from a live price book, crews scheduled against real capacity, and job costing that shows margin while the job is still running.
ENERGY, UTILITIES & DATA-CENTRE CIVILS
Eleki
Eleki keeps the programme, the site reality and the commercial position in one place, so a re-plan takes minutes instead of two days of spreadsheet surgery.
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