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Quote and invoice tool for UK trades

Cloudfyre QuickTools keeps quote and invoice workflow connected so the job estimate can become the customer paperwork without rebuilding the details from scratch.

Quote to invoice workflow

Start by estimating the job, then create the quote. Once the quote is accepted or ready to bill from, Cloudfyre lets users convert the saved quote into an invoice, keep the paperwork linked, and download PDFs for the client file.

Documents, PDFs and credits

  • Saved document history keeps quotes, invoices, reports and follow-up records together.
  • PDF downloads help users keep client-facing copies of the paperwork.
  • Credits are used for workflow tools while the calculator remains available as a pricing aid.

Use the full workflow

Estimate the job, create the quote, convert it to an invoice, then finish with reports, follow-ups and agreement wording from the same account.

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