Quotes, Invoicing & Payments | BookingFlow AI
Quotes, Invoicing & Payments

Quote on site. Get paid fast.

Raise quotes and invoices from your phone in seconds, convert quotes to invoices with one tap, and take payment by Stripe, PayPal or simple payment link.

Built for plumbers, electricians, heating specialists and other home service businesses in Ireland.

See quoting in action
90-second walkthrough
The problem

Quoting is where jobs go to die.

Most trades businesses lose more revenue between "quote sent" and "payment received" than anywhere else. Slow quotes, no follow-up, awkward payment — all fixable.

🐌

Quotes take days to send

You finish a callout, mean to send the quote that evening, life gets in the way. A week later the customer's booked someone faster.

👻

Quotes sent and forgotten

You send the quote. Silence. No follow-up means you assume the customer's not interested — when really they just forgot.

💳

Payment is a faff

Bank transfer details texted at the end of the job. Customer "forgets" for two weeks. You're chasing money instead of working.

What it does

From quote to paid invoice — without the friction.

Your services and prices ready to go. Quote in seconds. Convert with one tap. Get paid the way the customer wants to pay.

01

Your product list, ready to go

After your onboarding call, we build your full product and services list — every job, callout, part and price ready to drop into a quote. No setup work for you.

  • We collect your data through a simple onboarding sheet
  • Services, parts, hourly rates — all loaded for you
  • Update prices any time from your phone
02

Quote from your phone in seconds

On site, in the van, anywhere. Open the app, tap a few items from your list, send the quote by WhatsApp, SMS or email. Job done in under a minute.

  • Quote builder works on iOS and Android
  • Send quotes by WhatsApp, SMS or email
  • Customer sees a clean, branded quote
  • Live status: viewed, accepted, declined
03

One-tap quote to invoice

Customer accepts the quote? Tap one button and it becomes an invoice. Same line items, same totals, no retyping. Send it straight away or after the job's done.

  • One-tap conversion — no double entry
  • Recurring invoices for service contracts
  • Auto-numbered, branded with your details
04

Get paid by Stripe, PayPal, or payment link

Customers pay the way they want. The simplest option: a Pay Now link in their WhatsApp or email — tap, pay by card, done in 30 seconds.

  • Stripe, PayPal and other major processors
  • One-tap payment links — no portal logins
  • Standard card processing fees apply — no platform surcharge
05

Tap-to-Pay on your phone Beta in Ireland

Take card payments directly through your phone — no separate card reader needed. Currently available in Ireland through the beta programme, with general release coming soon.

  • Works on iPhone XS+ or any NFC-enabled Android
  • Customer taps their card on your phone, done
  • We'll help you join the beta during onboarding
06

Automated follow-ups

Pair with our automated inbox and unpaid quotes don't go cold. The system follows up at the right intervals — politely, on-brand, until the customer responds.

  • Follow-ups at day 3 and day 7 (or your preferred schedule)
  • WhatsApp, SMS or email — whatever works
  • Stops automatically when the customer replies or pays
How it works

Onboard once. Quote forever.

We build the product list. You start quoting from the same day.

1

Onboarding sheet

After your sales call, we send a simple sheet to gather your services, parts and pricing.

2

We build your product list

Within days, your full price list is loaded into the app — ready to quote from day one.

3

Quote, convert, get paid

Send quotes from the van. Convert to invoices with one tap. Take payment the way the customer prefers.

FAQ

Common questions.

Do I need to build my own product list?
No. After your sales call, we send a simple onboarding sheet to gather your services, parts and pricing. We build the product list for you, so quoting is ready to go from day one.
How does a quote become an invoice?
Once a customer accepts the quote, you tap one button to convert it into an invoice. No retyping, no double entry — same line items, same totals.
Which payment methods are supported?
Customers can pay via Stripe, PayPal and other major processors. The simplest option is a payment link sent by WhatsApp, SMS or email — customer taps the link, pays by card, you get notified.
What about recurring billing for service contracts?
Yes. Recurring invoices are supported for things like annual boiler servicing or monthly maintenance plans. Set them up once and they send automatically.
Are there extra fees on top of card processing?
No. Standard Stripe or PayPal card processing fees apply — we don't add a platform surcharge on top.

Quote faster. Get paid sooner.

See it in action — or get a free audit to see where you're losing money between quote and paid.

Book a Demo →