QuoteLock features — quotes, bookings, scheduling & invoices
Everything you need — nothing you don't

Your one-stop shop for quoting, booking, scheduling and invoicing

QuoteLock brings quotes, bookings, scheduling and invoices into one simple tool — built for contractors and service businesses, not software experts.

Quotes

Professional quotes in minutes

  • Reusable quote templates for jobs you do often
  • Line items with automatic VAT / GST / Sales Tax
  • Custom quote numbering and expiry dates
  • Terms, warranty and optional extras built in
  • Send as a link, a PDF attachment, or both — with CC/BCC
  • Your logo and brand colour on every quote
Tracking

Know exactly where every quote stands

  • See when a customer views your quote
  • Accept, decline or ask-a-question — all on one page
  • Lost-reason tracking to learn why quotes don't land
  • A live dashboard of quotes worth chasing
  • No customer login required
Follow-ups

Follow up without lifting a finger

  • Automatic, polite follow-up sequences
  • Reminders stop the moment a quote is accepted or declined
  • Editable templates for every message
  • Never let a warm quote go cold again
Bookings

Turn a yes into a booked job

  • Customers request a booking straight from the quote
  • Approve requests — or auto-confirm your available slots
  • Set your working hours and availability
  • Automatic booking confirmations by email
  • Deposit and final-payment flow
Scheduling

Plan the work on one calendar

  • Drag-and-drop jobs calendar with day, week, month & agenda views
  • Create a job from an accepted quote in one click
  • Assign jobs to team members
  • Configurable appointment reminders for you and the customer
  • Track every job from booked to complete
Invoices

Get paid without the paperwork

  • One-click quote → invoice and job → invoice — no retyping
  • Standalone invoices for any ad-hoc work
  • Send as a link, a PDF attachment, or both — with CC/BCC
  • Attach files (photos, PDFs, certificates) to an invoice
  • Payment tracking, mark-as-paid, void and reminders
Payments

Take deposits your way

  • Paste your own Stripe, SumUp, Revolut or bank link
  • Deposits go straight to you — we never hold funds
  • Fixed or percentage deposits per quote
  • Bank transfer instructions on every quote
Reports

See what's working

  • Revenue and conversion dashboards
  • Monthly Quote Leak Report
  • CSV export of your data
  • Spot your best-performing quote types
Customers & team

Grow with your business

  • Customer profiles with a full quote, booking & invoice timeline
  • Add team members with the right access
  • Remove QuoteLock branding on paid plans
  • Custom quote & invoice templates
  • Multiple business profiles on Pro

Made simple on purpose

Built for the van

Big buttons and simple forms that work great on a phone.

Send by email, PDF or WhatsApp

Send a link, attach a PDF, or share however your customer prefers.

No spreadsheets or Word docs

Replace messy templates with clean, hosted quote pages.

Secure & reliable

Billing handled securely by Stripe. Your data stays yours.

Feature questions

Is there a free trial?

Yes — every paid plan includes a 7-day free trial with full access. Cancel anytime before it ends and you won't be charged.

Which features do I get on each plan?

Every plan includes quotes, bookings, scheduling and invoices, each with generous monthly limits. Follow-up sequences, team scheduling & assignment, reports, extra users and custom branding scale up across Starter, Growth and Pro. See the pricing page for a full comparison.

Can I use my own branding?

Yes. Add your logo and brand colour, and remove QuoteLock branding entirely on paid plans.

Does QuoteLock handle tax?

Yes. VAT, GST or Sales Tax is calculated automatically based on your country, with multi-rate breakdowns on quotes and invoices.

Try every feature free for 7 days

No charge until day 8. Cancel anytime.

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