Pricing a job properly, adding stage payments so you are not funding the work yourself, and turning a won quote into a job without retyping anything.
Let's quote a real job. A customer wants a price for a mezzanine floor.
From quotes, hit new quote.
Pick the customer. Worklot already knows their address and their payment terms.
Give it a title, and their reference if they have given you one.
Now the money. Add a line for the steel, the quantity, and your rate.
Add the labour line the same way. Worklot totals it, adds VAT, and shows your margin as you go.
On a big one, set stage payments. Fifty percent deposit, fifty on completion, so you are not funding the job yourself.
Then download the branded PDF, or send it straight to the customer to accept online.
When they accept, one click turns the quote into a job. Nothing gets typed twice.
Save the lines you quote often as a template, and always cost your own time into the labour rate. That is where margin quietly disappears.
Yes. Worklot holds a cost price against every line as well as the price you charge, so it can show your margin while you are still building the quote. If you only enter the sell price you find out what you made after the job, which is too late to do anything about it.
On a larger job, stage payments split the value so you invoice part of it up front and the rest on completion. It stops you buying materials and paying wages for weeks before you see any money.
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