Resources & Help Centre
Simple guides, walkthroughs, and examples to help you create professional quotes, track customer actions, manage bookings, send invoices, and stay on top of follow-ups.
Go from sign-up to your first sent quote in minutes.
Read guideThe quote-to-paid workflow in plain English.
Read guideSee how simple QuoteLock is to use day to day.
Read guideCreate professional quotes and send them in seconds.
Read guideExactly what your customer sees and can do.
Read guideSee views, accepts and follow up at the right time.
Read guideTurn accepted quotes into confirmed bookings.
Read guidePlan the work on a drag-and-drop jobs calendar.
Read guideInvoice from quotes and track what's been paid.
Read guideUse Stripe, Revolut, SumUp and more via links.
Read guideConfigure tax labels, rates and breakdowns.
Read guideQuick answers to the most common questions.
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