Everything you need to manage quotes efficiently

Discover how WorkScope helps you save time, win more jobs, and grow your business.

Reusable Quote Items

Build a library of frequently used items including products, services, and labour. Set cost and markup (fixed value or percentage) once, and reuse them across all your quotes. Save time by not re-entering the same information repeatedly.

  • Organize items by category (Labour, Product, Service)
  • Set cost and markup (fixed or percentage)
  • Track price changes and history
  • Archive items while preserving quote history
Add quote items
Attach images to quote

Attach Images and Documents

Enhance your quotes by attaching photos, documents, and other files. Showcase your work, include specifications, or provide additional context that helps clients make informed decisions.

  • Upload multiple images per quote
  • Attach PDFs, specifications, and other documents
  • All attachments included in PDF quotes

Instant Quote Generation

Create professional quotes in minutes, not hours. With your item library and contact database ready, generating a new quote is just a few clicks away. No more spending evenings or weekends on pricing work.

  • Quick quote creation from templates
  • Copy and modify existing quotes
  • Add manual line items on the fly
  • Save manual items to your library for future use
Instant quote generation
Manage your contacts

Save and Manage Contacts

Keep all your customer information in one place. Store contact details for both companies and individuals, assign people to companies, and track all quote activity per contact.

  • Store company and individual contacts
  • Assign people to companies with job titles
  • Store VAT numbers, company numbers, and addresses
  • View all quotes and activity per contact

Track Profitability

Get instant insights into your quote performance. See how many quotes you've generated, acceptance rates, and average profit margins. Make data-driven decisions to improve your business.

  • View total quotes generated
  • Track acceptance rates
  • Calculate average profit margins
  • Monitor outstanding and expiring quotes
Track profitability
Create quotes from your phone

Create Quotes on the Go

Don't wait until you're back at the office. With the WorkScope mobile app, generate professional quotes right from the job site. Your customer receives a PDF before you even leave.

  • Full-featured mobile app for iOS and Android
  • Generate quotes from your phone or tablet
  • Access your item library and contacts anywhere
  • Reduce manual data entry with quick access

Email Quotes to Clients

Send professional PDF quotes directly to your clients via email. Choose whether to send to the company, a specific person, or both. Every quote includes your branding and looks polished.

  • Generate professional PDF quotes instantly
  • Send to company or individual contacts
  • Include your logo and custom branding
  • All attachments and case studies included
Email quotes to customers
Accepting quotes

Client Quote Acceptance

Make it easy for clients to accept quotes with a single click. When a client accepts, you're instantly notified so you can follow up immediately and secure the booking.

  • One-click acceptance button in PDF
  • Instant email and app notifications
  • Track acceptance status in real-time
  • Never miss a booking opportunity

Attach Case Studies to Quotes

Showcase your best work by attaching case studies to quotes. Include before and after photos, project details, and testimonials to build trust and demonstrate your expertise.

  • Create reusable case study templates
  • Include before and after images
  • Add project descriptions and details
  • Automatically included in PDF quotes
Add case studies to quotes

Ready to get started?

Join thousands of tradespeople who are already saving time and winning more jobs with WorkScope.