LoadingLoadingLoadingLoadingBuild a professional quote on site from a template, the customer approves it from a link, and Cushty turns it straight into a booked job. Nothing is retyped, and optional follow-ups chase the quotes that go quiet.
See it in action · 43s
Follow a quote from preparation to approval and deposit, with the customer and job details kept together.
Demo records and labelled workflow illustrations. English narration and captions available.
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Build Oak Cottage's boiler quote with saved templates and reusable items. Review the price and requested deposit before sending the quote. The customer follows the secure email link to see the details. They review the scope and price, then choose to approve. Next, they can pay the requested nine hundred pound deposit. The office reviews the recorded approval and deposit, then converts and books the job. Quote on site. Let the customer act from the link.
A quote that arrives by email two days after the site visit is competing with whoever got theirs in first, sometimes before their engineer had driven home. Cushty's quoting is built so yours doesn't have to be the late one: build the quote on site from reusable templates, send it before you leave, and follow up automatically if it goes quiet.
Engineer does a site visit, builds the quote on their phone from a saved template, and sends it before they leave the property. The customer can approve it from the link before the engineer is even home.
With follow-ups switched on, a quote that's sat quiet for three days gets one soft chase email — 'Just checking you've had a chance to look this over.' The owner doesn't have to remember to chase, and the customer doesn't feel hassled.
For larger work, the quote carries a deposit Stripe link. Customer approves and pays the deposit in the same flow. The job is booked, materials are ordered, and the deposit reconciles against the parent job automatically.
Most service trades quote the same handful of jobs over and over. Cushty stores those as reusable templates — labour, materials, terms — so a new quote starts from a saved template rather than a blank page at the kitchen table.
Owner sees how many quotes are out, which are approved, which are pending, and which have gone cold. The dashboard shows the pipeline's value and your conversion rate; reports break down lead sources, lost reasons and how fast customers respond.
A quote is the front door of the workflow — these pages cover what it opens into.
Book a 30-minute walkthrough and we'll set them up from the jobs you quote most.
Book a 30-minute walkthrough — we'll show you how Cushty fits your business. No commitment, no contract until you choose to subscribe.
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