How It Works

From job enquiry to paid invoice

Six simple steps. The entire quoting and invoicing workflow handled in one place, fast enough to do on-site before you leave the job.

View pricing

No credit card required

Steps from enquiry to paid invoice

2 min

Average time to send a quote

Mobile

Build and send on-site from your phone

1 click

Turn an accepted quote into an invoice

How QuoteGenio fits into your day

Six taps, two minutes, from your phone or your laptop. Every quote in QuoteGenio follows the same six-step workflow: pick the client, describe the job (text, voice, or photo), add or refine line items, send via WhatsApp, watch the client view and accept, then convert the accepted quote into an invoice. Whether you are a plumber on a driveway or an electrician between calls, the workflow runs the same.

Before and after

Same six steps. A fraction of the time.

The workflow tradespeople run every day, compared side by side.

Without QuoteGenio

30 to 60 min

Per quote, on a laptop, after the kids are asleep.

Find the client's email in your inbox
Copy yesterday's Word doc, rename it
Type line items, re-do the maths by hand
Save as PDF, attach to email, hope they reply
No idea if they opened it. Guess the follow-up time.

With QuoteGenio

Under 2 min

From your phone, on-site, before you leave the driveway.

Tap client from your stored list
Describe the job (AI fills the structure)
Review line items, totals calculate automatically
Send via WhatsApp, email, secure link, or a QR code for print / on-site
See when they open it. Follow up with confidence.

First time here?

Two-minute setup before step 1

First time here?

Two-minute setup before step 1

Sign up free, add your business name, logo, and banking details. These appear on every quote, invoice, and statement automatically. You only do this once.

Business name & logoBanking detailsTax numberCurrency & locale

The workflow

Six steps from enquiry to paid

The full quoting and invoicing flow, broken into the exact taps you make.

Step 01

Select or add a client

Pick from your existing client list or add a new one in seconds. Name, email, and phone. That's all you need.

Returning clients are one tap away. QuoteGenio stores every contact so you never re-enter details.

0 secto find a returning client. One tap.

Step 02

Describe the job (text, voice, or photo)

Type a short description, dictate it with Voice to Quote, or upload site photos with Photo to Quote. AI turns any of these into the structured quote.

Voice and Photo to Quote are Premium. The text-based AI generator is on every plan.

AIdrafts the line items so you do not have to type them.

Step 03

Add or refine line items

Labour, materials, call-out fees. Quantities and totals calculate automatically as you type.

Add as many lines as you need. Subtotals, VAT, and grand totals update instantly. No manual maths.

Autototals. No spreadsheet, no calculator.

Step 04

Send to your client

Share via WhatsApp, email, or a secure link. Your client gets a professional branded PDF instantly on their phone. Prefer paper on site? Download the QR code, print it, and hand it over — one scan lands them on the same live public page.

Send from your phone, on site, before you leave the driveway.

1 tapto WhatsApp. Same-day client response.

Step 05

Client views, asks, accepts

Public view tracking shows you exactly when the client opens your link. They can request changes from the same page or accept online.

Every view lands on the activity timeline and the dashboard notification bell. The Quote Negotiation panel pushes change requests straight to your inbox.

Liveview tracking. No more guessing the follow-up time.

Step 06

Convert to invoice and get paid

Turn the accepted quote into an invoice with one click. Track payment status and follow up on overdue amounts.

All line items carry across automatically. Mark paid when the money lands. Clean record per job.

1 clickto convert. Payment link to client.

The output

What your client actually receives

A clean, branded PDF they can open on any phone or laptop. No login, no app, just a link.

Your Business

hello@yourbusiness.com

Quote

#QG-0042

23 Apr 2026

Bill To

James Pietersen

+27 82 123 4567

Job

Bathroom plumbing repair

Valid 14 days

Replace basin tap x2R1,124

Fix geyser leakR1,570

Call-out feeR578

Labour (3 hrs)R1,983

TotalR5,256

See all four templates

FAQ

Common questions about how it works

Everything tradespeople ask before signing up.

About 2 minutes for a standard 3-line-item quote. The first time you set up your account (logo, banking, business details) takes 5 to 10 minutes; every quote after that is mostly tap-and-confirm. The AI quote generator drops it under a minute for jobs you describe in plain language.

No. QuoteGenio runs in any phone or laptop browser. There is nothing to install, update, or maintain. Bookmark the URL or save it to your home screen for one-tap access.

Yes. The whole product is mobile-first. You can build, send, and track a quote standing in the customer's driveway. Voice to Quote and Photo to Quote (Premium) make on-site capture even faster: dictate the job or upload site photos and the AI drafts the structure.

You get a notification, the quote logs as accepted in your dashboard, and one tap converts it to an invoice. All line items and pricing carry across automatically. The customer can pay via the invoice payment link from their phone.

Yes. The public quote link includes a Request changes button. Their message lands in your inbox and the quote's activity timeline so you can revise the quote and resend without losing the conversation.

View tracking is on every plan. The first time the customer opens the public quote link, it logs to the activity timeline and the dashboard notification bell pings. You know exactly when to follow up instead of guessing.

Yes. State the deposit terms on the quote (e.g. 50 percent on signature). When the customer accepts, the deposit invoice triggers automatically. Premium adds recurring invoice support for ongoing service work, retainers, and subscriptions.

Each team member can have their own login. Quotes, clients, and invoices live in one shared account so the team sees everything in one place. Account team management is included on Premium.

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.

“The WhatsApp sending is a game changer. Most of my clients do not check email, so being able to send quotes instantly helps me get quicker responses.”

Kyle Adams

Electrician · Berlin

“Security quotes with six or seven cameras and zones used to be a nightmare. The line item structure handles it easily and clients understand exactly what they are getting.”