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Quote to invoice
Every feature in QuoteGenio, on one page
QuoteGenio is the complete quoting and invoicing toolkit for tradespeople: AI-generated quotes, Voice and Photo to Quote, WhatsApp sending, public view tracking, online client acceptance, recurring invoices, statements, business reports, and full client management. Below are the four standouts that differentiate the product, followed by the full feature directory grouped by category.
What makes it different
Six features tradespeople actually switch for
AI capture, WhatsApp send, view tracking, trade-calibrated quoting, and one-tap quote-to-invoice. The standouts other quoting tools either do not have or bury behind an enterprise tier.
Free + PremiumAI quote generation
Describe the job in plain language. AI builds a professional quote structure with line items, descriptions, and suggested pricing for you to refine.
- Plain-language input
- Trade-aware line items
- Editable before send
PremiumVoice to Quote
Dictate the job into your phone after the site walk. AI turns the transcript into an itemised quote so you do not have to type it up later.
- Hands-free on site
- Auto-itemised
- Edit before send
PremiumPhoto to Quote
Upload up to five site photos with an optional note. AI drafts the line items, scope, and pricing from what it sees in the images.
- Up to 5 photos
- Scope extracted from images
- Especially good for roofing + kitchens
Free + PremiumWhatsApp send + view tracking
Share quotes and invoices via WhatsApp in one tap. See exactly when the client opens the link so you know when to follow up.
- One-tap WhatsApp share
- Public view tracking
- Dashboard notifications
Free + PremiumTrade-calibrated quoting
Pick your trade once. The quote flow loads with trade-specific line items, brand catalogues, compliance fields, embedded calculators, and after-hours / m² billing baked in.
- IOPSA / ECASA / PIRB / PSIRA fields auto-printed
- Pylontech / Hikvision / Canadian Solar presets
- Solar size + battery + cable run calculators built in
Free + PremiumOne-tap quote-to-invoice
Once the client accepts, one tap converts the quote into an invoice. Line items, pricing, and client details carry across automatically so you stop re-typing the same job into a different document.
- Line items + pricing carry across
- Payment link on every invoice
- Track paid, outstanding, and overdue
Everything else included
The full feature directory
The supporting features that keep the workflow tight, grouped by category. Most are on every plan; Premium adds capacity and the AI capture features.
Trade-calibrated
Quick add presets per trade
Pick your trade in Settings. Common line items load pre-named so you skip the blank rows.
Brand-specific catalogues
Pylontech, Hikvision, Canadian Solar and others pre-named. Pick the brand and the description writes itself.
Regional rate hints
Pricing ranges per item per currency. See "~ R578-65/hr" next to the rate field as you quote.
Per-m² / per-hour / per-day units
Unit selector on every line item: m², hr, linear metres, days. Cleaners, painters, landscapers stop doing the maths externally.
After-hours and emergency rates
1.5× and 2× multipliers as a one-tap toggle. Customer sees the breakdown on the quote.
Embedded calculators
Solar size, battery backup hours, cable run cost. Compute on the spot, drop straight onto the quote.
Compliance fields auto-printed
IOPSA, ECASA, PIRB, PSIRA, NHBRC, SAQCC. Set once in Settings. Every quote and invoice prints them under FROM.
PSIRA / licence expiry alerts
Dashboard alert 60 days before any registered compliance date expires. Don't get caught out.
Scope of work checklist
Structured Included / Not included lists on the quote. Client acceptance = signing the scope.
Staged payments
Deposit on acceptance + balance on completion as separate amounts on the quote PDF. Built for high-value jobs.
Site-survey mode
Toggle on, log a location per line item (camera positions, fixtures by room). Prints under each description on the PDF.
Quoting workflow
Quote in under 2 minutes
Structured step-by-step from blank page to sent quote, fast.
AI line item suggestions
Start typing; AI completes descriptions, quantities, and pricing.
Custom terms and conditions
Save your standard terms once. Every quote inherits them.
Branded PDF output
Every quote ships as a clean PDF with your logo, details, and colours.
Sending and acceptance
Send via email or link
Email, copy a link, or share any other way. No app required.
Downloadable QR code
Save a QR image for any quote, invoice or statement. Print it, WhatsApp it, stick it on a job card. Client scans, lands on the live public page, accepts online.
Online client acceptance
Clients open a public link and accept online. No signup, no scanning.
Quote negotiation
Clients request changes on the public link; messages land in your inbox.
Dashboard notifications
Bell icon surfaces every view and change request with unread badges.
Invoicing
Convert quote to invoice
One click. Line items, pricing, client details carry across automatically.
AI invoice wording
AI helps write professional descriptions and payment terms.
Payment tracking
Mark paid, see what's outstanding, follow up on overdue in one place.
PDF invoice downloads
Download branded PDF invoices to email or keep on file.
Clients and statements
Full client management
Contact details, quote and invoice history, all in one place.
AI statement summaries
Generate a professional statement summary with outstanding balances + payments.
Send statements to clients
Share statements via WhatsApp, email, or secure link.
Works on any device
Mobile-first. Quote, invoice, and manage from phone, tablet, or desktop.
Reports
Monthly revenue tracking
Quotes, accepted, invoices, revenue, payments at a glance per month.
Quote conversion insights
Track conversion from sent to accepted to invoiced to paid.
Client performance reports
Total quoted, invoiced, and outstanding per client.
Export to Xero, QuickBooks, Zoho
One-click CSV export in each accounting platform's native import format. Hand it to your accountant or import yourself in a few clicks. Preserves line items, dates, tax codes.
Compare plans
What's included on each plan
Every feature above, shown across both plans. Start free, upgrade when you need unlimited quotes plus Voice and Photo to Quote. The free plan is built to be useful in itself, not a stripped-down trial, and many tradespeople run on it for months. Premium kicks in when quoting volume picks up or when you want the AI shortcuts to draft a quote from a voice note or a site photo.
| Feature | Free | Premium | Business |
|---|---|---|---|
| Quoting | |||
| Quotes per month | 5 | Unlimited | Unlimited |
| Invoices per month | 2 | Unlimited | Unlimited |
| AI quote generation | |||
| AI line item suggestions | |||
| Voice to Quote | |||
| Photo to Quote | |||
| AI invoice wording | |||
| AI statement summaries | |||
| Sending | |||
| Send via WhatsApp | |||
| Send via email or link | |||
| Online client acceptance | |||
| Quote activity tracking | |||
| Public view tracking | |||
| Quote negotiation | |||
| Dashboard notifications | |||
| Invoicing & Payments | |||
| Convert quote to invoice | |||
| PDF invoice downloads | |||
| Payment tracking | Basic | Full | Full |
| Create client statements | |||
| Recurring invoices | |||
| Credit notes | |||
| Bank reconciliation | |||
| White-label PDFs | |||
| Clients & Reports | |||
| Client management | Basic | Full | Full |
| Business reports | |||
| Revenue tracking | |||
| Public profile page | |||
| Team & Platform | |||
| Team members | 1 | Up to 4 | Unlimited |
| API access + webhooks | |||
| Priority support | Chat + email | ||
| Early access to new features | |||
Quoting
Quotes per month
Free
Premium
Business
Invoices per month
Free
Premium
Business
AI quote generation
Free
Premium
Business
AI line item suggestions
Free
Premium
Business
Voice to Quote
Free
Premium
Business
Photo to Quote
Free
Premium
Business
AI invoice wording
Free
Premium
Business
AI statement summaries
Free
Premium
Business
Sending
Send via WhatsApp
Free
Premium
Business
Send via email or link
Free
Premium
Business
Online client acceptance
Free
Premium
Business
Quote activity tracking
Free
Premium
Business
Public view tracking
Free
Premium
Business
Quote negotiation
Free
Premium
Business
Dashboard notifications
Free
Premium
Business
Invoicing & Payments
Convert quote to invoice
Free
Premium
Business
PDF invoice downloads
Free
Premium
Business
Payment tracking
Free
Premium
Business
Create client statements
Free
Premium
Business
Recurring invoices
Free
Premium
Business
Credit notes
Free
Premium
Business
Bank reconciliation
Free
Premium
Business
White-label PDFs
Free
Premium
Business
Clients & Reports
Client management
Free
Premium
Business
Business reports
Free
Premium
Business
Revenue tracking
Free
Premium
Business
Public profile page
Free
Premium
Business
Team & Platform
Team members
Free
Premium
Business
API access + webhooks
Free
Premium
Business
Priority support
Free
Premium
Business
Early access to new features
Free
Premium
Business
No credit card required. Cancel Premium or Business anytime.
Next steps
Explore more
Try the free tools, find your trade, or learn how the product fits your workflow.
FAQ
Common questions about QuoteGenio features
Everything tradespeople ask about how the features work in practice.
5 quotes and 2 invoices per month, AI quote generation, AI line item suggestions, WhatsApp and email sending, public view tracking, quote negotiation, branded PDFs, online client acceptance, and basic client management. Everything you need to start quoting like a real business.
Voice to Quote is a Premium feature that lets you dictate a job into your phone (e.g. 'replace 6m of copper pipe and two new tap sets'). The AI converts your voice into a structured quote with line items, descriptions, and suggested pricing. Saves typing on-site and after a long day.
Photo to Quote is a Premium feature where you upload site photos (a damaged roof, an existing kitchen, a faulty distribution board) and the AI drafts a quote based on what it sees. Useful for visually-driven trades like roofing, kitchens, and electrical fault-finding.
Yes. WhatsApp sending is on every plan. The customer opens a branded PDF on their phone, taps to accept, and you get notified. WhatsApp customers respond same-day; emailed quotes often sit unopened for a week.
Every quote and invoice has a public link. The first time a client opens that link, it logs to the activity timeline and surfaces in the dashboard notification bell. You know exactly when to follow up. Available on every plan, including free.
When you send a quote via the public link, the client sees a Request changes button. Their message and any change requests land in your inbox and the quote's activity timeline so nothing slips past you. On every plan.
Yes, on Premium. Set up a recurring invoice that fires the same day every cycle (monthly, quarterly, annual). Ideal for maintenance contracts, retainers, ongoing service work, or subscription pricing.
Once a client accepts a quote, click Convert to Invoice. All line items, pricing, and client details carry across automatically. No retyping, no risk the invoice doesn't match the quote. Track payment from the same dashboard.
Yes, via one-click CSV export. On the Invoices page, click Export and pick your accounting platform. QuoteGenio generates a CSV formatted exactly to Xero, QuickBooks Online, or Zoho Books' native import spec. Line items, invoice numbers, dates and tax codes are all preserved. You or your accountant import it in a few clicks. Available on every plan.
Testimonials
Trusted by tradespeople
Tradespeople use QuoteGenio every day to quote faster, look more professional, and win more work without the admin slowing them down.
“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
“Bespoke glass jobs need detailed spec. Being able to add notes per line and send a professional-looking quote same-day is worth the whole subscription to me.”
Callum Fraser
Glazier · Auckland
“I used to quote at night after jobs. Now I send quotes while I am still on-site and get faster approvals. Makes a big difference.”
Mark Jacobs
Electrician · Perth
From the blog
Latest guides and tips
Practical advice on quoting, invoicing, pricing, and getting paid.
How QuoteGenio Works: Quote to Paid in Six Taps
A plain-English walkthrough of the six-tap QuoteGenio flow, from client pick to invoice paid, and why each step is where it is.
Voice to Quote: Dictate a Job, Get Priced Line Items
Hold the mic, describe the job in your own words, release. The AI drafts a priced quote. What Voice to Quote is, when to use it, and when not to.
Convert a Quote to an Invoice in One Tap, No Retyping
The one-tap convert flow eliminates the retyping, the duplicate invoice numbers, and the mismatched line items that cost tradies hours each week.
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.