Quoting and follow-up software for UK tradespeople

Send quotes before you get home.

Create professional quotes, track open quotes, follow up on time, and turn accepted work into invoices without a full job-management system.

Built for UK tradespeople who quote regularly and want something lighter than a broad field-service platform.

Start free See pricing

Quote Track Follow up Invoice

Especially relevant for handymen, gardeners, landscapers, painters and decorators, pressure washers, window cleaners, fencing contractors, carpenters, tree surgeons, and car valeters.

Trade selector

Built for real quoting workflows.

Choose the page that matches how you quote. Each one covers where quoting usually goes wrong in that trade, how Soleify helps, and what a clearer quote structure looks like.

Handyman quoting software Mixed jobs, call-outs, bundled tasks, and fast follow-ups. Landscaping and gardening software Clearances, maintenance, materials, waste, and site notes. Painter and decorator software Room-by-room scope, prep, coats, quote versions, and follow-up. Pressure washing software Driveways, patios, treatments, sealing, and seasonal enquiries. Window cleaning software One-off work, rounds, conservatories, gutters, and add-ons. Fencing contractor software Measurements, materials, repairs, replacements, and approvals. Carpenter and joiner software Bespoke jobs, measurements, finishes, revisions, and follow-up. Tree surgeon software Inspection-led quotes, access, waste, and clear approval before work. Car valeting software Packages, upgrades, repeat customers, and quote follow-up.

See the product

What Soleify actually helps you do.

These screenshots show real parts of Soleify used in the quote-follow-up workflow: building a quote, seeing what is still open, and sending something more professional than a rough message.

Example customer and job details are illustrative. The screenshots are here to show the workflow, not make up results.

Screenshot of Soleify's quote builder with customer details, itemised line items, and quote totals.

Quote builder view

Build a clear quote while the visit is still fresh

Add the customer, itemise the work, and keep the job details together instead of rebuilding them from texts later.

Customer details stored with the quote
Itemised line items instead of one vague total
Cleaner handover from site visit to sent quote

Screenshot of Soleify's quote list showing open, accepted, and declined quote statuses.

Open quote tracking

Know which quotes are still open

See quote status in one place so follow-ups do not depend on memory, scraps of paper, or scrolling back through WhatsApp.

Clear status visibility
Less chance of quotes going cold unnoticed
Useful when several customers are deciding at once

Screenshot of the email a customer receives from Soleify with a link to review their quote.

Customer-facing quote email

Show the customer something professional

The quote arrives with a proper review link so the customer sees a cleaner experience than a rough total dropped into a message.

Clear quote email
Professional handoff to the customer
Better fit for businesses that want to look organised

See what your customer receives

A sample customer-facing quote preview.

Preview a simple, professional quote created in Soleify with customer details, itemised work, notes, and a clear next step. The example is illustrative only.

What you see after sending

Open quote status so you can see what still needs attention.
Customer record kept with the quote instead of in a separate note trail.
Sent date and follow-up context in one place.
Quote value and accepted scope ready for the next admin step.
A cleaner handover from sent quote to invoice.

Start free See pricing

Sample Soleify quote preview showing customer details, itemised work, notes, quote total, and a professional customer-facing layout.

Sample preview only. Names and job details are illustrative.

Core workflow

Quote, track, follow up, invoice.

Soleify is designed around the stage before and just after the customer says yes. That is where many smaller trade businesses lose time.

Quote

Create a professional quote quickly

Turn site notes into a clearer quote before the evening admin pile starts.

Track

See which quotes are still open

Stop relying on memory, WhatsApp, or scraps of paper to know what needs attention.

Follow up

Give every quote a clear next step

Keep quoted work organised and follow up before good enquiries go quiet.

Invoice

Turn accepted work into invoices

Use the accepted quote as your starting point instead of typing the same job twice.

Common problems

The quoting problems Soleify is built to solve.

Stop missing quote follow-ups A problem-led page about why quotes go cold and how to keep open work visible. Quote follow-up tracking See what is open, what needs chasing, and what should happen next. Quote-to-invoice Move accepted work into invoicing without another round of retyping.

Fit check

Choose Soleify if quoting is the main admin problem.

You want to quote quickly after site visits without building a full office workflow.
You want to keep open quotes visible and follow up on time.
You want accepted quotes to become invoices without starting again.
You work solo or in a small team and want something lighter than a broad job-management system.

Not the wedge

Choose a full job-management system if broader operations are the real need.

You need scheduling, dispatch, route planning, or field-team coordination.
You rely on timesheets, job costing, compliance workflows, or wider operational control.
You want a platform built around broader office-and-field processes beyond quoting and invoicing.

Comparisons

Compare Soleify with broader tools

Tradify Fergus Jobber ServiceM8 Re-flow

Real-world example

A shorter route from site visit to sent quote.

A handyman visits a landlord, prices a few repairs, adds two optional extras, sends the quote the same day, keeps it visible while the landlord checks with the tenant, and invoices from the accepted version once it is approved.

See the handyman page See the decorator page See the landscaping page

Step 1

Add the customer and job detail once

Keep names, scope, and notes together while the visit is still fresh.
Step 2

Build a clearer quote

Split the work into labour, materials, extras, and notes so the customer can see what they are approving.
Step 3

Keep the open quote visible

Follow up with the right context instead of digging through messages later.
Step 4

Invoice from the accepted scope

Use the approved quote as your starting point instead of rewriting the job.

Simple pricing.

Start free. Upgrade when you are quoting regularly.

A lighter setup for tradespeople who mainly need quoting, quote tracking, follow-up, and invoicing.

Free

Try it

For trying Soleify on your next few quotes.

£0 /month

Start free

Included

Up to 5 quotes per month.
Create and send quotes.
Basic customer list.
Soleify branding on documents.

Core

Everything you need to quote professionally and invoice accepted work.

£15 /month

Choose Core

Everything in Free, plus

Unlimited quotes.
Email quotes to customers.
Customer management.
Manual follow-ups.
Quote status tracking.
Create and send invoices.
Remove Soleify branding.

Growth

Follow-up

For tradespeople who want more follow-up support and quote organisation.

£29 /month

Choose Growth

Everything in Core, plus

Automatic follow-ups.
Reminder scheduling.
Advanced quote tracking.
Invoice reminders.
Saved items and price lists.
Basic reporting.
Priority support.

Keep quoting simple where it matters.

If your main admin pain is quoting, open quote tracking, follow-up, and invoicing, start with the lighter option.

Start free See the fit comparison

Contact

Ask whether Soleify fits your quoting workflow.

Keep it simple: tell us how you quote today, what tends to get missed, and whether you mainly need quoting, follow-up, and invoice flow kept in one place.