Venture Formula
Trades

Quotes and jobs

From site-visit notes to a quote, then an organised job. Using your price list and your customers.

100% CUSTOMISABLE

The version you see is an example. We tailor design, features, and integrations to your needs. Our team handles creation, changes, and installation.

Built for Tradespeople, installers, and maintenance businesses preparing quotes and following jobs.

Interface preview — Quotes and jobs

Illustrative design, not a rigid template. Tap the image to enlarge. Your version is designed around your needs after agreeing features, feasibility, and a quote.

IN YOUR DAY

Here’s how it helps.

After a site visit, enter your notes. The app drafts a quote using your price list. Check quantities and amounts, send the quote, and organise the approved job.

What your app does

  • Customer record and a request linked to the site visit.
  • An AI draft from notes using your price-list items, for checking.
  • A PDF quote with quantities, amounts, and terms approved by you.
  • Recorded approval, appointment, and job history.

From start to outcome

  1. 01

    Record

    Describe the job and select price-list items.

  2. 02

    Confirm the quote

    Check the draft before sending it to the customer.

  3. 03

    Organise the job

    Turn the approved quote into a job record.

Your first-version screens
CustomersSite visitPrice listQuoteJobHistory
Proposed structure, adapted to your project. This is not a live application demo.
What the starting price covers

One business, two roles, six screens, and an initial price list of up to twenty items. Notes to draft, PDF quote, recorded approval, and a job record.

Remote setup in the agreed environment, instructions, and one revision within scope.

We make it yours

Price list, quote template, work stages, fields, and job categories.

Extensions and limits to know

Electronic invoicing, electronic signatures, inventory, supplier orders, payments, and management-system connections are separate. AI does not invent prices or authorise jobs.

Hosting, licences, external services, AI usage, and ongoing support are separate. Final price and timing are confirmed before ordering.

The role of AI

AI prepares a draft from your material. Prices, quantities, terms, and sending require your confirmation.

VENTURE FORMULA / YOUR PROJECT