Most quotes die of neglect, not price. You survey the job, promise a price "tonight", and by the time you get home there are three more messages and the quote never goes out — or it goes out and the customer goes quiet, and chasing feels awkward so nobody does it.
What you get
- Build itemised quotes with VAT on your phone or desktop
- Email the quote with a link your customer can accept or decline online — no PDF ping-pong
- Automatic follow-up emails 3 and 7 days after sending, until the customer responds — pause any quote with one tap
- See when a quote has been viewed, accepted or rejected
- Convert an accepted quote to an invoice in one tap
- Download a branded PDF whenever you need paper
- Send the quote link by SMS as well as email
How it works
Build it on site
Add line items, VAT and terms on your phone while the job is fresh. Reuse quote templates for work you price every week.
Send it, forget it
The customer gets a clean web page where they accept or decline. If they go quiet, CertBox sends a polite follow-up at 3 days and again at 7 — you do nothing.
Win it, invoice it
Acceptance lands in CertBox with a timestamp. One tap turns the quote into an invoice with the same line items.
Common questions
Do the follow-up emails come from my email address?
They send from CertBox with your business name, and replies go straight to your email address. Your customer just hits reply to reach you.
What if I don’t want a particular quote chased?
Every sent quote has a pause switch on its detail page, and you can turn follow-ups off entirely in your notification settings.
Can the customer accept without printing and signing anything?
Yes — the quote link opens a web page with accept and decline buttons. You get the decision recorded with a timestamp.
Works with
Professional invoices with online card payment, automatic overdue reminders, and QuickBooks & Xero sync.
Track jobs with their client, property, quotes, certificates and invoices attached — including repeating jobs that book themselves in.
Your standard items and rates, ready to drop into any quote or invoice.