Quick answers to the questions we hear most.
QuoteLock is a one-stop workflow for service businesses: send professional quotes, take bookings, schedule the work on a jobs calendar, and create invoices — tracking every step from quote sent to paid.
Roofers, landscapers, builders, painters, bathroom and kitchen fitters, paving companies, caterers, event suppliers, B2B service providers, and any business that sends quotes regularly.
No. QuoteLock is not trying to be a full CRM. It focuses on what happens after a quote is sent.
No. QuoteLock includes lightweight invoicing and payment tracking, but it is not a replacement for accounting software.
Yes. Customers can open a secure quote page and accept the quote, ask a question, request changes, request booking, or decline.
No. Customers can view and respond to quote and invoice links without creating an account.
Yes. You can paste external payment links into quotes and invoices.
Not in the MVP. QuoteLock supports external payment links and manual payment tracking.
Yes. QuoteLock can show VAT/tax breakdowns on quotes and invoices.
Yes. Paid plans include a 7-day free trial.
Yes. You can send by email as a hosted link, a PDF attachment, or both — and add CC/BCC recipients. Customers can also download a PDF from the quote or invoice page.
Yes. Confirmed bookings become jobs you can plan on a drag-and-drop calendar (day/week/month/agenda), assign to your team, and set appointment reminders for.
QuoteLock brings quoting, bookings, scheduling and invoicing into one simple tool — without the bulk of a full CRM or accounting system. It focuses on helping businesses move from quote sent to accepted, booked, scheduled, invoiced and paid.
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