Describe what is included
Enter each item's description, quantity and price. Separating materials, labour and travel helps your customer understand the proposal and helps you check the total.
Features / Quotes
From a site visit to a clear proposal.
Materials, labour and travel: give every item its place. Prepare a quote on your phone or computer, link it to the customer and share a link to view it.
No credit card required · Continue with free Base afterwards
In everyday work
From information to action.
Find the proposal again
The quote stays linked to the customer. Review it and check its status without piecing the job together from a conversation.
Follow through after acceptance
The customer can open the public link in their browser. Once the proposal is accepted, you have the information needed to plan the job and appointment.
A practical example
How it can help.
Separate the replacement part from the hours needed to fit it and from travel costs. The proposal becomes easier to read and every item can be explained clearly.
How to create a quote with AtelierX
01
Choose the customer
Start with the customer record and contact details. Keep the quote linked to the person you work for.
02
Add the job items
Add descriptions, quantities and prices for materials, labour and travel. Apply a fixed or percentage discount if needed.
03
04Share the link
The customer opens the quote on their phone and can accept it. You can check its status in AtelierX.
Plan the job
After acceptance, track the job and schedule the visit.
An example: a spare part, labour and travel
For a mixer tap replacement, use three items: an €85 part, two hours of labour at €35 and 20 km of travel at €0.50. The items total €165 before any tax or discount.
This is an illustrative example with fictional amounts. Use the actual job's prices and quantities in your quote: separating items helps the customer understand what is included.
The same method applies to electrical work: sockets and cable under materials, installation hours under labour. Explore our pages for plumbers and electricians.
Quotes connected to the rest of your day
A quote is more useful when you know who it is for and which job you need to plan. AtelierX also offers customer management, jobs and appointment scheduling.
If you are choosing your first software, read our guide to choosing software for your trade business. Then explore the read-only plumbing demo.
Questions about quotes
Can I add materials, hours and kilometres?
Yes. Quotes can include materials, labour and travel, with quantities and prices. Fixed and percentage discounts are also available.
Does the customer need an account?
They use the public link you send to view the shared quote. They can open it in their phone's browser.
Are quotes included in the free plan?
Yes. Base includes quotes and jobs, with limits on customers, materials and appointments. See the Base and Premium comparison for PDFs, sharing and other features.
Keep going
Every step is connected.
Customers
Every customer has a story.
A phone number is just the beginning. Keep contacts, requests and addresses together, then find the customer when preparing a quote or planning a job.
See how it works ↗QuotesFrom a site visit to a clear proposal.
Materials, labour and travel: give every item its place. Prepare a quote on your phone or computer, link it to the customer and share a link to view it.
See how it works ↗JobsQuote accepted. Now follow the job.
Keep the customer, tasks and job status together. A dedicated view helps you distinguish unfinished work from jobs you have already completed.
See how it works ↗ScheduleKnow where to go. And what comes next.
Site visits, appointments and jobs share one schedule. Review your day, identify overdue appointments and open directions to the customer.
See how it works ↗The next step is simple
See how it fits
your working day.
Explore the program with sample data or start a trial with your own account.
No credit card required · Continue with free Base afterwards
Compare Base and Premium →