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quoteledger

Quote to Xero invoice in one click

Built for UK trades who quote in spreadsheets and invoice in Xero. One click sends the accepted quote — line items, VAT, and CIS already mapped.

Early access opening Q2 2026 — planned pricing from £9/mo.

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Built by Crocker Digital Ltd (UK Company No. 17008789). Waitlist members get early-bird rates.

Quote #247Accepted
Kitchen refit — labour£2,400
Materials (Howdens)£3,150
Plumbing sub (CIS 20%)£800
Total (inc. VAT)£7,620
Draft invoice in Xero

Line items, VAT, and CIS deductions mapped. Ready to send.

The quote-to-invoice gap costing UK trades time and money

You know your trade. You know your prices. But the admin between quoting a job and getting paid is broken.

15–30 minutes per invoice, 3–5 times a week — that's 2+ hours of admin every week.

Manual re-entry every time

Quote goes out in a spreadsheet. Customer accepts on WhatsApp. Someone re-types every line item into Xero. 15–30 minutes per invoice, with mistakes.

CIS deductions done by guesswork

Subcontractor invoices need CIS deductions at 20% or 30%. Get it wrong and HMRC comes calling. Most trades calculate these manually, on paper.

Invoices sent days late

The re-entry is tedious, so it gets pushed to the weekend. Late invoices mean late payments — and cash flow is already tight on most jobs.

Invisible margin erosion

Material prices go up mid-job. Extra labour gets added. Subcontractor costs overrun. Nobody compares actual spend against the quote — margins erode silently until year-end.

Not another trade platform

No scheduling, CRM, or job cards. QuoteLedger is for trades who already quote in spreadsheets and invoice in Xero — it just connects the two.

Join the waitlist →

How QuoteLedger turns quotes into invoices

Keep your workflow. We just connect it to Xero.

1

Build your quote

Use trade-specific templates with materials, labour, day rates, CIS deductions, and VAT. No spreadsheet formulas needed.

2

Send to your customer

Share a professional branded quote by email or link. Your customer accepts with one click or e-signature.

3

Invoice automatically

The accepted quote pushes to Xero as a draft invoice — line items, VAT, and CIS deductions pre-mapped.

4

Track your margins

Log actual costs (receipts, supplier invoices, labour hours) and see quoted vs. actual profit per job in real time.

Check your CIS deductions, margins, and quotes — free

CIS calculators, margin trackers, and quote builders — free, no signup required.

Less re-typing. Faster payments. Real margins.

Branded quotes your customers accept online

Build professional quotes with trade templates. Your customer clicks to accept — no WhatsApp back-and-forth. The acceptance triggers the invoice automatically.

Line items, VAT, and CIS flow straight to Xero

The accepted quote pushes to Xero as a draft invoice with every line item, VAT rate, and CIS deduction already mapped. No re-typing.

Quoted vs. actual profit on every job

Log material receipts, supplier invoices, and labour hours against the original quote. Know your real margin before year-end — not after.

No platform to learn. No workflow to change.

No scheduling, CRM, job cards, or client portals to adopt. QuoteLedger connects your spreadsheet quotes to Xero. That's it.

Frequently asked questions

How much will QuoteLedger cost?

QuoteLedger is designed to cost less than a single hour of bookkeeper time per month. Join the waitlist for early-bird pricing — waitlist members hear about launch pricing first.

Who is behind QuoteLedger?

QuoteLedger is built by Crocker Digital Ltd, a UK-registered company (No. 17008789). It was founded to solve a specific problem: the gap between how UK trades quote jobs and how they invoice them. For questions, email hello@crockerdigital.co.uk.

Is my data secure with QuoteLedger?

QuoteLedger is built by Crocker Digital Ltd (UK Company No. 17008789) and will be hosted on UK/EU infrastructure. Your data is never shared with third parties. The site uses GoatCounter for analytics, which collects no personal data and uses no cookies.

Can you turn a quote into an invoice automatically?

Most accounting software (Xero, QuickBooks) lets you convert a quote created within their system into an invoice. But if you build your quotes in spreadsheets — as most UK trades do — there is no automatic conversion. You have to re-type every line item. QuoteLedger is being built to bridge this gap: build your quote with trade templates, and when the customer accepts, it will push directly to Xero as a draft invoice. Join the waitlist for early access.

How do I create a quote for a construction job?

A construction job quote should itemise materials (with supplier prices), labour (by day rate or fixed price), any subcontractor costs with CIS deductions, VAT, and a clear validity period. Most UK trades build quotes in spreadsheets — QuoteLedger provides trade-specific templates that handle materials, labour, markups, and CIS automatically.

What is the difference between a quote and an invoice?

A quote is a price estimate given before work starts — it tells the customer what you expect the job to cost. An invoice is a request for payment after the work is done (or at an agreed milestone). In practice, the two documents share most of their line items, which is why re-typing them into accounting software is such a common frustration for trades.

How do CIS deductions work for subcontractors?

Under the Construction Industry Scheme (CIS), contractors must deduct tax from payments to subcontractors and pay it to HMRC. The standard deduction rate is 20% for registered subcontractors, or 30% for unregistered ones. Gross payment status means 0% deduction. Contractors must verify subcontractors with HMRC before their first payment and file monthly CIS returns.

Is a builder's quote legally binding in the UK?

A quote is generally considered a fixed price for the work described — once accepted, the builder is expected to honour it. However, a quote is not automatically a contract. It becomes binding when both parties agree to the terms (acceptance can be verbal, written, or implied by starting work). Estimates, by contrast, are approximate and can change. Always state whether your price is a fixed quote or an estimate.

What should a trade quote template include?

A professional trade quote should include: your business name and contact details, the customer's name and address, a unique quote number, an itemised breakdown of materials and labour, VAT (if VAT-registered), CIS deductions (if applicable), payment terms, a validity period (typically 30 days), and any exclusions or assumptions. A clear, itemised quote reduces disputes and speeds up acceptance.

Under £15/mo

Planned pricing — less than an hour of bookkeeper time

UK-built and hosted

Crocker Digital Ltd — UK Company No. 17008789

No spam, ever

One launch email. Waitlist members hear pricing first.

Get early access to QuoteLedger

Join the waitlist. One launch-day email, no spam.

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