Talk through the job. Get a quote ready to send.

Magic Quote turns what you say or type into suggested quote lines. Check the work, set your prices, send your customer a link and keep their reply with the quote.

Say it while it’s fresh. Check it before it goes.

You’ve just looked at Ava’s boiler. Open Magic Quote from her job and describe what needs doing, including the extra bit you discussed. Kwilo prepares a draft while you carry on; you review it before adding anything to the quote.

Kwilo quote for Ava Bell’s boiler pressure job, with voice and typed-note choices for Magic Quote — Speak the job or type a few rough notes.

Kwilo Magic Quote draft for Ava Bell’s job showing two suggested lines and a customer note ready to review — Your notes become suggested lines. Check the work, prices and customer note before adding them.

Send it over. Keep the conversation with the quote.

Choose WhatsApp to open a ready-written message with the quote link, then send it when you’re happy. You can also email the quote from Kwilo or copy its link.

Your customer opens the link to read the work and price. They can approve the quote, reject it with a reason, or send you a question before deciding.

Noah’s customer quote for £285 with the real Approve and Reject controls — **The quote, ready for a decision.**Noah’s view of his £285 quote.

Customer question area below the £285 quote, with a text box and Send question button — **A question before they decide?**They can send it from the quote.

Pick up the reply between jobs.

See unanswered quote questions in Today. Open the conversation and reply from your phone; your answer stays with the quote. You can send a WhatsApp nudge to let your customer know it’s there.

Kwilo invoices view filtered to three overdue invoices, with invoiced, outstanding and settled totals

See what is overdue without hunting for it.

The invoices view separates what has been invoiced, what is still outstanding and what has been settled. Filter it to overdue and the customers and amounts that need attention come to the front.

Maya’s £345 invoice is overdue. Her name, the amount and the status sit together, ready when you need to follow up.

Questions about the quote and getting paid.

Do I have to speak the details?

No. You can type rough notes for Magic Quote or build the quote line by line. Recording needs microphone access on your device.

What am I actually sending?

You check the scope, prices, customer note and any agreed extras before anything is added to the quote or goes to the customer.

Which invoices need chasing?

Filter the invoices to see what is open or overdue, with the customer, amount and payment state kept together.

Next, keep the receipts and costs ready to review.

See what has been sorted, what still needs you and how the records stay close to the work.

See records and bookkeeping Back to diary and visits