Quotes and invoices
Quotes and invoices that write themselves
You finish the job and the customer hears about it. You don’t rewrite the same amount in three places.
The problem
- The quote gets written at home, once the day is already over.
- The customer calls to ask the price you already gave them verbally.
- The invoice waits until the end of the week.
How we solve it
- 1
The quote goes out in the chat
With the amount you set, so the customer can say yes or no.
- 2
You close the job
A “it’s ready” note and the invoice on the channel you use now.
- 3
If they don’t pay, a reminder
A polite message, not a chase. You decide the tone.
Examples by sector
Workshop
Example conversation, not a real chat
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Hi Carlos. I'm the workshop's virtual assistant. We have the quote for your car: front brake pads and discs, €245 VAT included. Shall we go ahead?
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Yes, go ahead
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Perfect! It will be ready today before 18:00.
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Your car is ready. You can pick it up until 19:30. We have sent the invoice by email.
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Great, thanks!
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Next reminder: service in 11 months
What’s included
- A quote the customer can accept on WhatsApp.
- A note that the job is finished.
- The invoice and a note to the customer.
- A payment reminder.
Reference pack: No paperwork. The fixed price, before we start.
Questions
Does this replace my invoicing software?
We don’t promise that. It builds on how you invoice today. If your tool can’t be connected, we tell you beforehand.
Does it meet invoicing rules?
It depends on how you invoice today and on the tool. We don’t promise a specific tax setup: we look at it before switching it on.
Is the amount in the example real?
No. The €245 in the example workshop is illustrative, so the message is clear.