Quote faster.
Win more jobs.
Get paid.
Create professional quotes on your phone, send via WhatsApp or email, convert to invoices, and get paid. No paperwork, no admin headaches.
No credit card required. Free forever for up to 5 quotes per month.
2,000+ businesses quote smarter with QuoteGenio
2 min
Avg. quote time
3 ×
Faster responses
4.9 ★
User rating
QUOTE QG-0042
Mike's Plumbing
Quote
Send
Accept
Paid
Pick a job
Bathroom leak repair
For Sarah Daniels · tap items to add or remove
A working demo with sample jobs. Tap through it, nothing is sent.
0+
Businesses using QuoteGenio
$0+
In quotes sent to clients
4.9★
Average user rating
2 min
Average time to create a quote
What QuoteGenio is
Quoting and invoicing for tradespeople and service businesses
QuoteGenio is a phone-first quoting and invoicing app for tradespeople, freelancers and service businesses. It is built around the on-site workflow: arrive at the job, scope it, send a branded quote from your phone, and have the customer accept before you have left the driveway.
Once a quote is accepted, the same record turns into a deposit invoice or a final invoice in one tap. Payments, monthly statements, client history, and follow-up reminders all run from the same place. The point is to let the person doing the work run the business side of it too, without opening a laptop at 9pm.
An app, not paperwork
Type or dictate the job. Get a branded quote in two minutes. Send via WhatsApp. Convert to invoice in one tap.
Built for the trade, not the office
Plumbers, electricians, builders, cleaners, landscapers, agencies. Anyone who quotes a job before doing it and invoices after.
Replaces docs and Spreadsheets
Branded PDF instead of a copy-pasted template. Tap-to-accept instead of "around five thousand". Payment link instead of a printed invoice.
Built for every trade
If you quote clients for a living, this is for you.
From plumbers and electricians to designers and digital marketing agencies, QuoteGenio fits the way your business actually quotes and invoices.
The problem
Stop losing jobs because you quote too slow
Every friction point in your quoting workflow costs you money. Here's how QuoteGenio fixes it.
Quotes take hours to send
You lose jobs while typing up quotes after hours
Quote sent in under 2 minutes
Fast structured workflow. Done before you leave the job.
Unprofessional quotes hurt trust
Messy formats make you look less reliable than competitors
Clean branded output every time
Your logo, your details. Polished and professional every time.
Manual pricing mistakes cost you
Miscalculated totals lead to undercharging and disputes
Automatic accurate totals
Everything calculates instantly. No errors, no surprises.
No easy way to send quotes on-site
Clients move on if you take more than a day to respond
WhatsApp or email in seconds
Share a professional link or PDF straight from your phone
Quotes take hours to send
You lose jobs while typing up quotes after hours
Quote sent in under 2 minutes
Fast structured workflow. Done before you leave the job.
Unprofessional quotes hurt trust
Messy formats make you look less reliable than competitors
Clean branded output every time
Your logo, your details. Polished and professional every time.
Manual pricing mistakes cost you
Miscalculated totals lead to undercharging and disputes
Automatic accurate totals
Everything calculates instantly. No errors, no surprises.
No easy way to send quotes on-site
Clients move on if you take more than a day to respond
WhatsApp or email in seconds
Share a professional link or PDF straight from your phone
How it works
From job enquiry to paid invoice
Six simple steps. The entire workflow handled in one place.
Select a client
Pick an existing client or add a new one in seconds.
Describe the job
Add a short description so everything is clear and professional.
Add line items
Enter quantities and pricing. Totals calculate automatically.
Send instantly
Share via WhatsApp, email, or a secure public link.
Convert to invoice
Turn accepted quotes into invoices with one click.
Track and get paid
See what's outstanding, follow up, and get paid faster.
Features
Everything you need to quote, invoice, and get paid
One simple tool that replaces the spreadsheets, PDFs, and WhatsApp back-and-forth.
AI quote generation
Describe the job in plain language and AI builds a structured quote with line items and pricing.
Send via WhatsApp
Share quotes to a client's phone via WhatsApp or email. Faster replies, more wins.
Online quote acceptance
Every quote has a secure public link. Clients review and accept on their phone with no login or app needed.
See it, then chase it
Public view tracking shows exactly when a client opens your quote. If it goes stale, QuoteGenio drafts a tactful WhatsApp nudge in your voice. Tap Send.
A dashboard worth opening
Live quote pipeline, overdue balances in red, revenue tracker and smart insights. One screen, every number that matters, before coffee.
Invoice and get paid online
Turn accepted quotes into invoices in one click. Clients pay by card or EFT from the Pay now button on the invoice.
Recurring billing
Set up regular clients once. Weekly, monthly or yearly invoices create themselves and can be sent for you.
Client statements
Every invoice, payment and credit for a client on one page, with a running balance. Send it by WhatsApp or email.
Job cards with client sign-off
Schedule the work, assign your team, tick off tasks with photos on site and get the client's signature on their phone.
Built for your trade
Calibrated to your trade, not a generic quoting tool
Pick your trade in Settings. Presets, compliance fields, billing units, and on-the-quote calculators all switch to fit.
After-hours + emergency rates
Tap ×1.5 for after-hours or ×2 for emergency on any line. The multiplier shows on the client's quote so they see why the price shifted.
Site-survey mode
Log a location per line (front gate, bedroom 2, main DB) as you walk the site. Prints under each description on the PDF so the client knows exactly where every charge sits.
Section headings on long quotes
Drop in Labour / Materials / Travel dividers between line items so a 20-row quote reads cleanly. The headings print on the PDF too.
Quote in your client's currency
ZAR, GBP, USD, EUR, AUD, NZD, CAD and more. Pick per quote; totals, VAT and the PDF all follow. Perfect for cross-border work.
AI-Powered
Describe the job. AI builds the quote.
Just tell QuoteGenio what the job is. The AI creates a structured quote with line items and pricing in seconds.
James (Client)
online
Hey, here's the quote for the basin taps, geyser, and shower mixer ✌️
09:13
Quote #QG-0042 from Mike the Plumber
Basin taps + geyser + shower mixer · $ 1,837.00
quotegenio.com
quotegenio.com/q/n9k4-2m1q
Tap the link to view and accept.
09:14
AI builds the quote in the app, WhatsApp turns the share link into a preview the client can tap.
Plain language input
Describe the job like you'd explain it to a mate
Smart line items
AI generates itemised pricing based on the job scope
You stay in control
Review, edit, and approve before anything is sent
Why switch
QuoteGenio vs. the old way
See how QuoteGenio stacks up against spreadsheets and Word documents.
Time to create a quote
Professional output
Send via WhatsApp
Online client acceptance
Convert quote to invoice
Payment tracking
Works on mobile
AI quote generation
| Feature | QuoteGenio | Spreadsheets | Word / PDF |
|---|---|---|---|
| Time to create a quote | ~2 minutes | 30+ minutes | 20+ minutes |
| Professional output | Always | Inconsistent | Varies |
| Send via WhatsApp | One tap | Manual copy/paste | Manual attach |
| Online client acceptance | Built-in | Not possible | Not possible |
| Convert quote to invoice | One click | Re-enter manually | Re-enter manually |
| Payment tracking | Built-in | Manual tracking | None |
| Works on mobile | Yes, mobile-first | Difficult | No |
| AI quote generation | Yes | No | No |
Pricing
Simple, transparent pricing
Start free. Premium for solo quoting, Pro for growing teams, Business for unlimited seats and white-label PDFs. Save 2 months on any paid plan with annual billing.
Free
Free
5 quotes + 2 invoices per month
Forever free
- 5 quotes per month
- 2 invoices per month
- 2 job cards per month
- AI quote generation from plain language
- AI-powered line item suggestions
- Send via WhatsApp, email, or link
- Public view tracking
- Quote negotiation (request changes)
- Professional quote layouts
- PDF quote downloads
- Basic client management
- Ask QuoteGenio: 5 questions a day
No credit card required
Premium
$9.99 / month
Unlimited quotes and invoices
- Unlimited quotes and invoices
- Unlimited job cards: calendar, team and client sign-off
- AI quote generation + line item suggestions
- Voice to Quote and Photo to Quote
- Online payments: Paystack, Yoco, PayFast, Stripe
- Recurring invoices and credit notes
- Invoice scheduling: pick when it is emailed
- Attach files to quotes and invoices
- Automatic late fees on overdue invoices
- All PDF templates
- Client statements with AI summaries
- Bank reconciliation
- Public view tracking + notifications
- Business reports, with a tax report
- Receipt scanning for expenses
- Up to 4 team members
- Priority email support
- Ask QuoteGenio: 30 questions a day
Billed monthly, cancel anytime
Pro
$14.99 / month
Team of up to 10, priority support, accounting exports
- Everything in Premium, plus:
- Up to 10 team members
- Faster email response times (24h SLA)
- Xero, QuickBooks and Zoho export
- Automatic branded overdue reminders
- Early access to new features
- Ask QuoteGenio: 75 questions a day
Billed monthly, cancel anytime
Business
$24.99 / month
Unlimited team, white-label, onboarding
- Everything in Pro, plus:
- Unlimited team members
- White-label PDFs (no QuoteGenio footer)
- Dedicated onboarding call
- Ask QuoteGenio: 150 questions a day
Everything in Pro, plus unlimited team
FAQ
Frequently asked questions
Everything you need to know before you start.
Yes. The free plan gives you 5 quotes and 2 invoices per month with no credit card required, no trial that auto-charges, and no watermark on your documents. You can send via WhatsApp or email, download PDFs, and manage clients. Free, forever.
Yes. QuoteGenio is built mobile-first. Create, send, and manage quotes from your phone while you're on-site, no app install required. It works in any browser on iPhone, Android, iPad, Mac, or Windows.
Unlimited quotes and invoices, Voice to Quote and Photo to Quote, AI follow-up messages (QuoteGenio drafts a tactful WhatsApp nudge when a client has not opened a sent quote), recurring invoices, statements per client, business reports, full client management, and priority support. $9.99 a month, cancel anytime, your data stays if you downgrade.
Yes. WhatsApp sharing is built in on every plan. One tap shares your quote link directly to a client's phone. They open a branded page, accept online, or request changes, all from the link. It's one of the main reasons tradespeople and service businesses choose QuoteGenio over tools that only support email.
Yes. Convert any accepted quote into an invoice in one tap. All line items, pricing, and client details carry across automatically. The free plan includes 2 invoices per month; Premium gives you unlimited plus recurring invoices for service contracts.
Yes. QuoteGenio is used by tradespeople and service businesses worldwide. It supports 40+ currencies with auto-detected locale defaults, international banking details, and regional tax handling. Markets include South Africa, the UK, Ireland, Europe, the US, Canada, Australia, and New Zealand.
More questions? See the full FAQ or contact us.
2 min
Average time to create and send a quote
3x
Faster client responses via WhatsApp
0
Calculation errors with automatic totals
1 click
To convert any quote into an invoice
Social proof
Trusted by businesses that quote smarter
Real feedback from tradespeople and service businesses worldwide.
"Keeping track of who has paid and who has not used to be a mess. Now I can see everything at a glance and follow up properly."
Jason Petersen
Handyman · Port Elizabeth
"Quoting per head with add-ons for staffing and equipment is straightforward. Clients can see exactly what they are paying for and they stop haggling on the total."
Amira Hassan
Caterer · Dubai
"Quoting used to take me forever. Now I can put something together quickly and send it before I leave the site. Clients respond much faster."
Ryan Cheslin
Painter · Dubai
From the blog
Latest guides and tips
Practical advice on quoting, invoicing, pricing, and getting paid.
Client sign-off: how to stop payment disputes
Get the client to sign off the job on their phone before you leave. Fewer disputes, faster payment, and proof if anything goes wrong.
Before and after job photos: why they get you paid faster
Two minutes of photos on every job protects you from disputes, proves the work and wins the next job. Here is what to shoot and when.
How to send your first professional quote in 10 minutes
New to quoting? A step-by-step guide to sending a clear, professional quote today, free, from your phone, without a template or spreadsheet.
Free forever plan
Start quoting faster. Win more jobs.
Create professional quotes in minutes, send instantly, and stay on top of your work without the admin slowing you down.
Free to start. No credit card required.