Start with the customer conversation

Most trade quotes start long before a quote template is opened. The customer sends photos, explains the problem, drops an address, adds a timing constraint, and then follows up with one more detail later. If that all lives in WhatsApp, the quoting workflow should start there instead of making you copy it into another system line by line.

  • Ask for the address, job scope, timing, access notes and photos.
  • Keep the original customer wording so the quote matches what they asked for.
  • Forward the thread to sennd.it when you are ready to turn it into a draft.

Turn rough job details into a quote structure

A useful draft should separate the messy conversation into customer details, job description, line items, labour, materials and open questions. sennd.it is designed to do that first pass from the message thread, then ask for anything important that is missing before the quote goes out.

  • Customer name, mobile and email if available.
  • Site address and job notes.
  • Labour, materials, receipts, photos and quote terms.

Review the numbers before the customer sees them

Fast quoting is not the same as careless quoting. Before sending, check the line descriptions, labour assumptions, tax treatment, markup and expiry date. The goal is to remove typing, not remove your judgement.

Send the quote where the customer replies

Some customers answer WhatsApp fastest, others prefer SMS or email. sennd.it is built around sending customer documents through the channels people already use on their phone, then collecting a clear acceptance so there is less ambiguity about scope and price.

  • WhatsApp for customers already talking there.
  • SMS for fast mobile delivery when WhatsApp is not the right channel.
  • Email when the customer needs a formal copy for records.

Keep the job connected to the quote

Once accepted, the job should not become a separate admin pile. Keep labour, receipts, supplier bills, job notes and photos beside the quote so the final invoice is easier to build and easier for the customer to understand.

Follow up without sounding pushy

A polite follow-up is often the difference between a quote that sits and a quote that gets approved. sennd.it lets you customise follow-up timing so the nudge matches your business: short cycles for urgent jobs, slower reminders for larger work, or manual notifications when you prefer to call.