How it works
From a job enquiry to a quote and invoice you can follow.
Quotenivo gives builders, plumbers and other trades a clear place to prepare a proposal, keep its quote linked and track invoice follow-up.
The workflow
Keep each step clear and connected.
Start with an enquiry. Add the proposal and quote details as you confirm them, then track the invoice and any owner actions.
Capture the job enquiry
Collect a request through your hosted enquiry form or enter it yourself. The original request stays with the job so you can refer back to what the customer asked for.
Prepare a proposal
In Proposals, choose New proposal. Add your own reference, customer and job details, then write the scope, inclusions, exclusions and terms. Add price lines with a description, quantity and unit price, then choose the proposal-level VAT treatment.
Export and share the PDF
Create the draft and open it from the proposal list. Save your latest edits, choose Export PDF, then share the downloaded file with your customer yourself. After you send it, choose Record as sent to save the hand-off in Quotenivo.
Link the quote
Connect the proposal to its Quote record and add the reference you already use. Quotenivo stores that reference with the work; it does not make a unique external quote number for you.
Track the invoice
From the Quote record, choose Create invoice and add your invoice number, amount, currency and dates. On the invoice, review its due date and payment state. Queue chase records a reviewable request; a connected, approved mailbox and current invoice checks are still required for delivery.
Review replies and payment
A customer reply pauses invoice chasing for review. If a customer reports payment, an owner checks their payment records and confirms Paid in Quotenivo. The reply itself is not payment verification.
Getting started
You can look around before connecting a mailbox.
- Name your workspace and choose your time zone.
- Add an enquiry through the hosted form or enter one manually.
- Connect a supported, approved mailbox when you are ready to use invoice chasing.
Step-by-step help
Go straight to a task guide.
Each guide follows the labels and actions in the current Quotenivo workspace.
Write and export a proposal
Fill in customer and job details, price lines and proposal VAT, then export a PDF and record when you send it.
Read the proposal guideSet up branding and job photos
Update the workspace proposal look and add private, captioned photos to a draft.
Read the branding and photo guideCreate an invoice and review follow-up
Link an invoice to its Quote, review payment reports and understand when a chase is paused.
Read the invoice guide
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