Keep each job moving from quote to invoice.
Proposal and invoice follow-up for the trades
For builders, plumbers and other trades: keep the enquiry with the job, prepare a proposal with quantities, prices and VAT, then track the linked quote and invoice.
Fictional demo data only. No customer message is sent from this page.
Illustrative workspace · synthetic example
One clear next step
Example total
£4,820Keep the proposal, quote and invoice connected, with owner decisions easy to see.
- EnquiryOriginal request
- ProposalItems, prices and PDF
- QuoteYour quote reference
- InvoiceStatus and follow-up
Confirm a reported payment before marking the invoice Paid.
A clear hand-off
From the first enquiry to invoice follow-up.
Prepare the proposal and PDF, keep the quote linked and review what happens next.
Capture the job
Collect an enquiry through your hosted form or enter it yourself. Keep the original request with the job for reference.
Prepare a proposal
Add each item's description, quantity, unit price and VAT. Export the proposal as a PDF, share it yourself and record when you sent it.
Link the quote and invoice
Add the quote reference you already use, link the invoice and track its payment status and follow-up.
Practical guides
Get the details for the work you need to do.
People make the decisions
Keep invoice follow-up under your control.
- Add the quote reference your business uses; Quotenivo does not create one for you.
- A customer reply pauses invoice chasing for review.
- A reported payment is not marked Paid automatically. An owner checks and confirms payment in Quotenivo.
Start with a clear first step