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Smart Quote Builder

Structured, professional quotes in minutes — not another WhatsApp screenshot.

Build quotes with line items, automatic VAT, and your own saved templates for repeat job types — with scheduling, approval, and payment options built into the same form, not bolted on afterwards.

Smart Quote Builder screenshot

Sized to fit, automatically

Set duration, number of visits, and travel padding — the calendar books the right-sized slot for you.

Sized to fit, automatically

Pre-approved, or for their approval

For your own customers: mark a quote pre-accepted, or require online review and a signature — your choice.

Pre-approved, or for their approval

A document customers trust

Every quote renders as a clean, branded document your customer can view, download, or save as a PDF.

A document customers trust

Build the quote

  • Line items (quantity × unit price) with automatic 15% VAT and your VAT number
  • Schedule of Rates: 336 pre-priced items across 10 trades (CIDB, MBSA, SARF, SAPVIA and more) — click to insert as a line item
  • Save your own quote templates for repeat job types
  • Scope of work and exclusions attached to every quote automatically

Schedule it in the same step

  • Propose available times for the customer to pick from — booked into your calendar the moment they choose
  • Or set the exact duration, number of visits, and travel padding and let the calendar size the slot
  • Mark a job as not needing a scheduled appointment at all

For your own customers (direct jobs)

  • Mark a quote already accepted the instant you submit it — no waiting on the customer
  • Or require the customer to review and digitally accept online, same as a marketplace customer
  • Turn TruePro's protected EFT payment on or off per quote
  • Attach your own payment instructions instead of, or alongside, TruePro EFT

Marketplace jobs — built in, no setup needed

  • Customer compares your quote side-by-side against up to 4 competing pros
  • Customer accepts with a typed name and drawn signature, then pays into escrow before you start
  • Funds are held securely and released once the job's confirmed complete

After you hit submit

  • Quotes stay open 48 hours then expire — resubmit instantly, no waiting period
  • Pricing locks once submitted, but you can still adjust available times right up until acceptance
  • Withdraw a quote you no longer want to honour, freeing your slot for another job
  • Know exactly when a customer opened your quote or clicked the payment link, with a one-click resend
  • Every quote you've ever sent lives in the Quote Management & Tracking list, independent of this builder

Free

No monthly fee. No setup cost. Use it whether or not you ever take a marketplace lead.

Get started free

See the full how-to guide →

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