The Trades Toolkit
Get your evenings back with the simplest proposal creator and project tracking tool on the market
Built for All Trades
From Landscaper to Tree Surgeons, Flow Quote is built for all trades where you charge by labour and materials which involves scheduling time to complete the work
Simple and Complete
The all in one platform to allow you to create proposals whilst onsite with your customers in just minutes and simply track all elements of the project lifecycle
Customer Management
Track the full customer timeline from onsite proposal creation to project completion
2 Minute Proposal Creator
Create custom proposals onsite with your customers with labor & material selection
Team Settings
Customise the platform with your Logo, Company Details and Billing Information
Immediate Invoicing
Full PDF Invoice proposals can be sent to customers while still onsite
Customer Organisation
Filter Customers by Build Status, Payment Status and Scheduling
Custom Analytics
Track Projects through custom proposal analytics
Simple Set Up
Once you have created your free account, spend some time designing and constructing your business, pricing and billing in order to create effective proposals
Business Settings
Input your Business name, address, logo and billing details to customise your customer invoices and allow payment.
Pricing Settings
Create your pricing settings which are focused on labour prices, VAT and applicable discounts. You can create labour prices based on Square Metres, Days or Length.
Material Settings
Materials are added with Titles, Descriptions and Images to create rich invoices for your clients. Materials can be priced by Quantity, Length, Square Metres or per day.
Proposals and Invoices created onsite
FlowQuote allows you to create proposals directly with your clients by simply selecting the labour and materials required for the project. All is calculated immediately and proposals can be emailed to clients in seconds rather than having to create each one by hand during evenings.
Seconds
Instant
All in one simplicity
Proposal, Invoice, Scheduling, Payment
Proposals
Create proposals based on labour and materials through the proposal creator
Invoice
Invoices are immediately created from the information on your proposals and sent to clients
Scheduling
Scheduling intuitively tells you the agreed length of the project and the best slots to book the project
Track Payment
Receive notifications and alerts to ensure that client payments are inline with project delivery
Frequently asked questions
Answers to questions from our customers
Do you offer a free trial?
Yes, all account start as FREE and you have 5 proposals you can use instantly to try the site and make sure it works for you.
Its important, even if just using to test, to take your time when setting up your settings. The more you tailor your offerings, the better the application will work.
How do I create an account?
All plans start with a free account accessible through https://app.flow-quote.com/signup
Set up your business and pricing structure to test out the software with your next 5 projects to make a decision whether it works for you. We are confident you'll never go back.
Do you offer team accounts?
Accounts are created and data stored by the business and not the users. In fact with 1 account, you can add an un limited number of users to your account who have access.
You can allow them either Admin (Financial) or Member (User) access to your account.
Can I cancel if it doesnt work?
Yes of course, sign up for free with no commitment and no credit card needed. Explore and set up the software in your own time and if it works, you can begin a subscription. Subscriptions are monthly and can be cancelled at anytime directly from your portal.
