quote from job notes

Create quotes from job notes

Speak the job into your phone and get an editable quote draft while the details are fresh. Check the scope, price and terms, then choose how to share the PDF from site.

Create your first invoice free

5 documents free. No card required.

New invoice

Try it live.

Tap the mic. Say the job.

Audio isn't saved

Listening. Tap the mic when finished.

Try: “Invoice Sarah £120 labour, £35 parts, plus VAT.”

Useful for UK trade paperwork

Templates Quotes Invoices Payment terms WhatsApp PDFs

Honest by design

You stay in control.

Editable first

SayInvoice prepares a draft. You check every customer, job, price, VAT or CIS setting and term.

Prepared is not sent

Sharing stays yours

SayInvoice opens an external sharing option with the PDF ready. You complete the final send.

Marked sent is not delivery proof

Payment status stays honest

Record an invoice or deposit as paid yourself. SayInvoice does not collect or reconcile payments.

Marked paid is not bank verification

Northfield Services

accounts@northfieldservices.co.uk

INVOICE

SI-0042

Billed To

Harbour Property Services

18 Market Street, Worcester

Labour and materials £150.00
Payment terms £45.00
Subtotal£195.00
VAT (20%)£39.00
Total Due £234.00
Less evening admin

Create quotes from job notes

Turn the details into a professional PDF you can check and send from your phone.

  • Your logo, bank details and payment terms attached.
  • Optional deposit and stage-payment wording you choose.
  • WhatsApp or email message prepared for you.

More than invoices

Paperwork, follow-ups and clean records for your accountant.

Keep receipt photos and reviewed costs together. Check VAT and expected CIS figures. When an invoice is overdue, SayInvoice prepares a polite follow-up for you to review and send.

Turn quotes into invoices

Convert accepted work into a separate invoice draft, then check any final changes.

Keep photos, receipts and costs

Review suggested receipt details, link costs to jobs and choose which job photos appear on customer PDFs.

Record payment status and follow up

Mark work sent or paid yourself. Due dates highlight overdue invoices, with private alerts and editable messages for you to send.

Remember customers and sites

Reuse customer details and keep private access notes away from customer PDFs.

See the month clearly

Review invoices, payments, overdue work and practical business insights.

Prepare the accountant pack

Export an invoice workbook with matching PDFs and confirmed receipt photos for your accountant to review.

What the pack includes

VAT, expected CIS, deposit, payment, confirmed-cost and attention checks. It is prepared for review, not tax filing.

quote from job notes

Create quotes from job notes

Handle quote from job notes without copied templates, spreadsheets or evening admin.

From notes to paperwork

  • Capture job details while they are still fresh.
  • Turn rough site notes into structured quote or invoice drafts.
  • Keep customer records instead of searching old messages.

What SayInvoice creates

  • Editable quote and invoice drafts.
  • Professional PDFs for customers.
  • History, statuses, reminders, summaries and export.

Practical example

“Job notes: repair garden wall, materials, two days labour, quote valid 30 days.”

✓

You stay in control

Misheard something? Fix it before sharing.

Speak naturally, then review a clean, editable draft. Correct any word or number before you open a sharing option.

Simple pricing

Start with 5 free documents.

No card required. Choose a plan only when you are ready to continue.

Invoice Only

£14.99 / month

For straightforward voice invoicing.

  • Unlimited invoices
  • Remembered customers
  • Photos & Costs
  • Accountant packs
Start with 5 free documents

Most complete

Pro

£18.99 / month

For quotes, invoices and business oversight.

  • Unlimited quotes and invoices
  • Photos & Costs
  • Monthly summaries and business insights
  • Invoice and quote follow-up tools
Start with 5 free documents

Straight answers.

No tech jargon, just how it works for your business.

Is this only a template page?

No. The page gives practical guidance, but it also shows how SayInvoice can prepare the same kind of editable document from spoken job notes.

Can I send the document by WhatsApp?

Yes. SayInvoice creates a professional PDF that can be shared by WhatsApp or email after you check it.

Do I need a card to try SayInvoice?

No. You can start with 5 free documents before choosing a paid plan.

Speak the job. Share the PDF. Track what’s owed.

SayInvoice prepares an editable draft for you to check and share yourself. Sent and paid statuses stay your record.

Create your first invoice free

5 documents free · No card required