The Problem We Solve

One Platform.
Enquiry to Payment.

Construction businesses lose hours every week juggling spreadsheets, WhatsApps, paper quotes and chasing payments. Quotie handles the entire workflow in one place — so you stay on the tools, not the admin.

Before Quotie

Sound familiar?

× Quotes typed in Word, lost in email threads
× Clients calling, asking about deposits you cannot easily check
× Jobs tracked in notebooks — or in someone’s head
× Invoices sent late because nobody remembered
× No paper trail when a client disputes
× Hours every week on admin, not on the tools

After Quotie

One system, every step.

✓ Professional PDF quotes sent from one dashboard
✓ Clients accept and pay deposits straight from email
✓ Jobs created automatically once a deposit clears
✓ Invoices generated when work is marked complete
✓ Every payment tied to one client record
✓ Hours saved — back on the tools, not the laptop

The Workflow

From first message to final payment — one journey.

Enquiry › Quote › Accept › Deposit › Job › Invoice › Paid

What’s Inside

Every Tool You Need

A closer look at the features that handle each step of the journey.

Win more jobs with professional quotes

Smart Quoting

Build detailed quotes with labour and material line items. Send branded PDF quotes directly to clients by email — with one-click Accept or Decline buttons.

› Labour & material line items
› Automatic VAT calculation
› Professional PDF generation
› Client accepts online
› Deposit payment link included

Track every job from start to finish

Job Management

When a deposit is paid, a job card is created automatically. Track progress, log activities, assign team members and set start and completion dates.

› Auto job card on deposit
› Activity timeline & notes
› Assign staff to jobs
› Start & completion dates
› Status tracking dashboard

Get paid faster with automated invoices

Invoicing

When a job is marked complete, a draft invoice is created automatically. Review it, send it to the client with a single click — they pay online instantly.

› Auto invoice on job completion
› Professional PDF attachment
› Online payment link included
› EFT banking details included
› Paid status auto-updates

Secure online payments via PayFast

Payments

Clients pay deposits and balances securely online via PayFast. All major cards and EFT supported. Payment status updates automatically in your dashboard.

› PayFast integration
› Deposit & balance payments
› All major cards accepted
› EFT option included
› Real-time payment tracking

Know your clients inside and out

Client Management

Every enquiry automatically creates a client profile. See full history — every quote, job and invoice — all linked to one client record.

› Auto client registration
› Full quote & job history
› Contact details & address
› Total spend tracking
› Email & phone quick access

Give your team the right access

Team Access

Add staff and workers to your company account. Control who sees what — admins see everything, staff manage quotes and clients, workers see only their jobs.

› Multiple user accounts
› Role-based access control
› Admin, Staff & Worker roles
› Assign workers to jobs
› Secure individual logins

The Bottom Line

Less admin. More building. More money in the bank.

Every step from the first enquiry to the final receipt happens inside Quotie. No more lost quotes, missed invoices or “I’ll check and get back to you.” Just a simple system that knows what stage every client is at — and what needs to happen next.

Get Started

See It Working in 14 Days

Free trial. No credit card. Cancel anytime.

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