Quotes
Recent quotes
Pick a customer on the left to see all of their quotes, or click any recent quote below to jump straight to that customer.
Loading recent quotes...
Quote Builder (Standard + Trade)
QUOTE LOCK MODE ACTIVE - Save or clear the quote before leaving this area.
Output / Send
Last saved: Not saved yet
CUSTOMER DETAILS
PRODUCTS
ELECTRICS
PLASTERER
WASTE REMOVAL
DECORATOR
FLOOR FITTER
CORE DRILLING
MATERIALS
DAYS
ALL NOTES
Customer
A short tag for this quote (e.g. EN SUITE, KITCHEN, BACK GARDEN, OFFICE FIT-OUT). Used as the quote label.
1) Find or enter customer details → 2) Continue to build quote → 3) Save quote → 4) Export/Send
Saving sets account type to QUOTE.
Quote totals (excl VAT)
Subtotals from each bathroom tab. All figures exclude VAT.
| Products | £0.00 |
| Electrics | £0.00 |
| Plasterer | £0.00 |
| Waste removal | £0.00 |
| Decorator | £0.00 |
| Floor fitter | £0.00 |
| Core drilling | £0.00 |
| Materials | £0.00 |
| Days | £0.00 |
| Combined (excl VAT) | £0.00 |
| VAT | £0.00 |
| Grand total (incl VAT) | £0.00 |
Products
Open the PRODUCTS tab (top row). On the left, use the green toggle: Catalog import (bulk-add to the bathroom catalog) or Quote lines (this quote). On the right, pick items from the catalog or Trade list.
Line totals and grand total are excl VAT. The price column is inc VAT for entry — values are converted to excl VAT for totals.
Quote Lines
Excl → Inc
Inc VAT:
—
| QTY | PRICED PER | Description | PRICE (inc VAT) | DISCOUNT | TOTAL (excl VAT) | |
|---|---|---|---|---|---|---|
| No lines yet | ||||||
|
Add from the right side using the + buttons.
|
||||||
GRAND TOTAL (excl VAT)
£0.00
Catalog
✕
| Description | Size | Colour | Code | Unit | RRP inc VAT |
|---|
Electrics
Right side: add electrics items. Left side: build your quote lines. Line totals and grand total (excl VAT) below; price column is inc VAT for entry.
Quote Lines
| QTY | PRICED PER | Description | PRICE (inc VAT) | DISCOUNT | TOTAL (excl VAT) | |
|---|---|---|---|---|---|---|
| No lines yet | ||||||
|
Add from the right side using the + buttons.
|
||||||
GRAND TOTAL (excl VAT)
£0.00
Catalog
✕
| Description | Supply | Install |
|---|
Plasterer
Right side: plastering items (description + price). Left side: build your quote lines.
Quote Lines
| QTY | PRICED PER | Description | PRICE (inc VAT) | DISCOUNT | TOTAL (excl VAT) | |
|---|---|---|---|---|---|---|
| No lines yet | ||||||
|
Add from the right side using the + buttons.
|
||||||
GRAND TOTAL (excl VAT)
£0.00
Catalog
✕
| Description | Price |
|---|
Waste Removal
Right side: waste removal items (description + price + permit price, excl VAT). Left side: build your quote lines. Adding from catalog creates one line whose total is price + permit. Grand total (excl VAT) below; price column is inc VAT for entry.
Quote Lines
| QTY | PRICED PER | Description | PRICE (inc VAT) | DISCOUNT | TOTAL (excl VAT) | |
|---|---|---|---|---|---|---|
| No lines yet | ||||||
|
Add from the right side using the + buttons.
|
||||||
GRAND TOTAL (excl VAT)
£0.00
Catalog
✕
| Description | Price | Permit |
|---|
Decorator
Right side: decorating items (description + price, excl VAT). Left side: build your quote lines. Line totals and grand total (excl VAT) below; price column is inc VAT for entry.
Quote Lines
| QTY | PRICED PER | Description | PRICE (inc VAT) | DISCOUNT | TOTAL (excl VAT) | |
|---|---|---|---|---|---|---|
| No lines yet | ||||||
|
Add from the right side using the + buttons.
|
||||||
GRAND TOTAL (excl VAT)
£0.00
Catalog
✕
| Description | Price |
|---|
Floor Fitter
Right side: floor fitting items (description + price, excl VAT). Left side: build your quote lines. Line totals and grand total (excl VAT) below; price column is inc VAT for entry.
Quote Lines
| QTY | PRICED PER | Description | PRICE (inc VAT) | DISCOUNT | TOTAL (excl VAT) | |
|---|---|---|---|---|---|---|
| No lines yet | ||||||
|
Add from the right side using the + buttons.
|
||||||
GRAND TOTAL (excl VAT)
£0.00
Catalog
✕
| Description | Price |
|---|
Core Drilling
Right side: core drilling items (description + price, excl VAT). Left side: build your quote lines. Line totals and grand total (excl VAT) below; price column is inc VAT for entry.
Quote Lines
| QTY | PRICED PER | Description | PRICE (inc VAT) | DISCOUNT | TOTAL (excl VAT) | |
|---|---|---|---|---|---|---|
| No lines yet | ||||||
|
Add from the right side using the + buttons.
|
||||||
GRAND TOTAL (excl VAT)
£0.00
Catalog
✕
| Description | Price |
|---|
Materials
Your own list (saved per login). Columns: Amount £ (unit price excl VAT), Description, Qty, Total (excl VAT).
Use + to add rows. Right-click a row (or 📝) to add a line note — it appears on the All notes tab too.
Lock a row to keep it for every quote — when you click New quote, locked rows stay (amount & description); only Qty goes to 0. Unlocked rows are removed on new quote.
| Amount £ (excl VAT) | Description | Qty | Total (excl VAT) | Lock |
|---|---|---|---|---|
| Grand total (excl VAT) | £0.00 | |||
Days
Per-user list (saved like Materials). Set your day rate (excl VAT) at the top (you can hide that row). Each line: Days × day rate = Total (excl VAT).
Right-click a row (or 📝) for a line note (also listed under All notes).
New quote sets every line’s Days to 0 (descriptions and notes stay); your day rate is unchanged. Use × to remove a line.
Used for every line: Days × this rate.
| Days | Description | Total (excl VAT) | |
|---|---|---|---|
| Grand total (excl VAT) | £0.00 | ||
All notes
Every line note from Products, trade tabs, Materials, and Days appears here.
Right-click a line (or use the 📝 icon) on any of those tabs to add or edit a note.
Bathroom catalogues
Bulk import to catalogue
Each row creates one bathroom catalogue item (same as the quote builder). Successful imports are logged below (stored in this browser). Use Refresh list after importing to update the table.
Excel: download the template (correct headers and blank rows—including optional RRP (inc VAT)), fill it in Microsoft Excel, save, then use Import Excel file. You will be asked to name this catalogue (default is the file name—change it for version or month). Or enter rows in the grid and click Import now.
Excel: download the template (correct headers and blank rows—including optional RRP (inc VAT)), fill it in Microsoft Excel, save, then use Import Excel file. You will be asked to name this catalogue (default is the file name—change it for version or month). Or enter rows in the grid and click Import now.
| Description | Size | Colour | Code | Unit | RRP inc VAT | × |
|---|
Import log
Catalogues
Items are grouped by catalogue. single inputs holds everything added in the app (grid, dialogs, one-by-one)—not from an Excel file. Each Excel import uses the catalogue name you choose when uploading (default Excel: … from the file). Open a group to see lines; use Delete catalogue only after two confirmations.
Settings
General & Backup
Finance
Bank Details
Company Details
SMTP Email Settings
Database Explorer
Read-only view of database tables and current rows.
Manage Fitters
Staff accounts
Everyone signed in can see this list. Login PIN and counter passcode are never shown as numbers—only whether each one is set. On the shared trade counter login, each person enters only their counter code when they save or convert an invoice (the code picks their name automatically; codes must be unique). Admin accounts can add or change users below.
| User | Account type | Login PIN | Counter PIN | Actions |
|---|