Trades Quote Desk

How Trades Quote Desk Works

Set your trade preferences first, then build quotes from notes, photos, AI estimates, and your own final checks.

Step 1PreferencesSet trade, speciality, tone, logo, quote email and AI/GDPR acknowledgements.

Step 2QuoteAdd customer details, job notes, photos, margins, line items and final wording.

Step 3ReviewAnswer AI clarification questions, adjust quantities/prices, then save or send.

Step 4TrackMark jobs won/lost and keep customer records for agreed follow-up.

Business preferences

Use this tab before quoting. The selected trade and speciality tell the AI which materials, labour assumptions, and exclusions to use. The account reply-to email is where customer replies go. The business email is the quote sender identity.

Quote

Use this tab for day-to-day quoting. Upload a sketch or photo, add notes, generate an estimate, answer any AI questions, then adjust the line items yourself before sending.

Customers

Saved customers appear here. Only save marketing consent when your business has the correct lawful basis and records.

Marketing

Draft customer emails with AI. Your business remains responsible for GDPR, consent, and checking the final wording before sending.

AI estimate context: Select and save a trade profile first.

Customer name Customer email

Job notes Answers to AI clarification questions Photo of sketch or scrap note

Minimum profit margin 20% Maximum profit margin 35%

Quote summary

Type	Description	Qty	Unit	Total

Material cost Labour cost Overhead cost Customer price

Terms

Save customer Customer gave marketing consent

Customer quote preview

Quote history

Review all saved quotes, filter by status, customer, month, or a specific date, then open a quote to amend or send it.

Month Specific date Status Customer

Customers

Marketing draft

Only send marketing to customers where your business has a valid lawful basis and consent record where required.

Offer or campaign

Business preferences

These settings drive AI trade context, quote branding, customer tone, and email negotiation behaviour.

Trade Trade speciality

Account reply-to email Business email AI/customer tone Logo I understand AI output must be checked before use. I accept my business is responsible for GDPR and marketing consent. Send itemised customer quotes with item prices. If off, customers only see the total quote price. Let AI negotiate email replies within quote min/max limits.

Admin

Platform overview for signed-up users, profile context, won/lost values, open quotes, and win rate.

Trades Quote Desk

Create account

Set up authenticator MFA

How Trades Quote Desk Works

Business preferences

Quote

Customers

Marketing

Customer quote preview

Quote history

Customers

Marketing draft

Business preferences

Admin