Start from the job
Use the customer, address, service type, notes and visit context.
QUOTES
Create clear quotes from every job.
Build quotes from job details, service templates and item lines. Send a customer quote page, let the customer review, ask a question, download the PDF and accept or decline - while keeping quote acceptance separate from payment.
QUOTE WORKFLOW
From job request to invoice next step
- 1Job details
- 2Quote builder
- 3Customer quote page
- 4Accepted / declined
- 5Invoice next step
Quote acceptance is recorded before payment tracking starts.
The invoice and bank-transfer instructions come after the quote decision.
WORKFLOW SUMMARY
A clear route from job details to quote decision
Joqiva keeps the quoting path visible, from job context through customer decision and the invoice next action.
Prepare the quote
Add templates, item lines, optional work, GBP prices and VAT where applicable.
Send for review
Share a customer quote page with PDF download and a question option.
Record the decision
Track accepted, declined, expired and cancelled quotes from the job.
Move to invoice
Create the UK invoice next, with payment tracking starting from the invoice.
QUOTE FOLLOW-UP
Follow up unanswered quotes without losing local control.
Pro and Team workspaces can send one automatic follow-up before an unanswered quote expires. The workspace controls the schedule and channels, while any individual quote can be switched off.
Workspace schedule
Choose how many days before expiry to send and use the workspace time zone for the delivery time.
Email and SMS channels
Email uses the customer email saved on the quote. Service SMS uses an eligible SMS-capable number only when the plan, workspace and SMS provider configuration allow it and segment allowance remains.
Global off always wins.
Turning quote follow-up off in workspace settings pauses every quote. A quote-level switch can opt one quote out, but cannot override the global off state. Accepted, declined, cancelled and expired quotes are never followed up.
HOW IT HELPS
Quote faster with the job context already in place
Turn quote preparation into a repeatable workflow instead of rebuilding every customer estimate from scratch.
Build from the job
Use customer, address, service type, notes and visit details already stored in the job.
Use templates and item lines
Start with default service templates and common work items for air conditioning, maintenance, plumbing, electrical and cleaning jobs. On Pro and Team, save work presets and your usual introduction, terms and warranty. Apply saved text when you choose; existing quotes stay unchanged.
Send a customer quote page
Customers can review the quote, download the PDF, ask a question and accept or decline without creating an account.
Track expiry and decisions
See whether the quote is not sent, sent, viewed, accepted, declined, expired or cancelled.
QUOTE BUILDER
Build quotes faster without starting from a blank page.
Joqiva helps you prepare quotes from job context, service templates and reusable item lines, so important work and material items are less likely to be missed.
Quote #Q-1042
Air conditioning installation
- Customer
- John Smith
- Service
- Air conditioning installation
- Valid until
- 22 May 2026
ItemsAmount
Site visit / call-out£50
Installation labour£___
Indoor unit mounting£___
Outdoor unit mounting£___
Pipework and materials£___
Electrical connection£___
Testing and commissioning£___
Suggested optional items
Condensate pumpWall bracketExtra pipeworkParking / congestion chargeWaste disposalWarranty / maintenance plan
Subtotal£1,120
VAT where applicable£130
Total£1,250
Example screen using sample data.
CUSTOMER QUOTE PAGE
A quote page your customer can review without logging in.
Customers can review the quote, ask a question and download the PDF without creating a Joqiva account. Want to see the customer view first? See an example service quote with scope, optional items and acceptance wording.
ACME Cooling Ltd
Quote #Q-1042
Air conditioning installation
Labour£650
Materials£420
Call-out£50
VAT£130
Total£1,250
Valid until: 22 May 2026
Accept quoteAsk a questionDownload PDF
Customer quote pages show only the details your customer should see. Internal notes, margins, cost data, file storage details and admin-only fields are not shown.
Example screen using sample data.
QUOTE EXPIRY AND STATUSES
Know exactly where every quote stands.
Each quote has an issue date, valid-until date and status, so you can see what needs to be sent, followed up or moved into invoicing.
Created · Not sentCreated · Not sent
Ready to sendReady to send
SentSent
ViewedViewed
AcceptedAccepted
DeclinedDeclined
ExpiredExpired
CancelledCancelled
Issue date
15 May 2026
Valid until
22 May 2026
ACCEPTED QUOTE TO INVOICE
After acceptance, move to invoicing the right way.
When a customer accepts a quote, Joqiva records the quote acceptance. Invoice creation then follows your workspace setting: create the invoice automatically when auto-invoice is enabled, or create it manually as the next action.
- 1Customer accepts Quote #Q-1042
- 2Joqiva records acceptance in the job history
- 3Workspace setting decides automatic or manual invoice creation
- 4UK invoice is reviewed with VAT, due date and bank-transfer instructions
Quote acceptance is not payment. Payment tracking starts from the invoice and bank-transfer instructions.
QUOTE ACCEPTANCE
What quote acceptance does - and does not do.
A quote decision is a sales workflow event. It is not a payment event.
Accepting a quote sets the quote status to accepted.
Acceptance is stored in the job history.
It does not mark an invoice as paid.
It does not confirm that money has been received.
Customers pay later by bank transfer using the invoice payment instructions.
Joqiva does not touch client money.
PLANS
Available by plan
Quotes are part of the core Joqiva workflow, with more template and team controls available as the workspace grows.
Starter
Quote builder, default quote templates, default item library, customer quote pages, PDF quotes, valid-until dates and quote status tracking.
Pro
Everything in Starter, plus custom work presets, reusable quote text, a custom item library, similar recent jobs, quote follow-ups and custom branding.
Team
Everything in Pro, plus roles, staff access control and accountant read-only access.
Related feature pages
Quotes sit between job management, invoicing and bank-transfer payment tracking.
Job management
Keep customer details, job notes, quotes, invoices and payment status connected.
Explore job management workflowsUK invoices
Create UK invoices with due dates, bank details, PDFs and payment status.
Explore UK invoice softwareBank-transfer payment tracking
Track bank-transfer payment updates, customer “I’ve paid” clicks, your confirmation, overdue invoices and reminders.
Explore bank-transfer payment trackingReady to send clearer quotes?
Try the Joqiva demo to see how enquiries, jobs, quotes, invoices and bank-transfer payment tracking fit together.