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quoteledger

Quote to Xero invoice in one click

UK trades lose hours every week re-typing spreadsheet quotes into Xero. quoteledger bridges the gap — automatically.

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Built by Crocker Digital Ltd — UK Company No. 17008789

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.

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.

Stop re-typing quotes. Get notified when quoteledger launches.

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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.

Free tools for UK trades

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

Why UK trades need a quote-to-invoice bridge

Invoice the same day the job is accepted

No re-typing, no waiting for the weekend admin session. The accepted quote becomes a draft invoice in Xero within seconds.

Know your real margin on every job

Log actual materials, labour, and subcontractor costs against the original quote. See exactly where your profit went — before year-end surprises.

Handle CIS deductions correctly

Built-in CIS calculations for subcontractor payments at 20% or 30%. Deductions flow through to the Xero invoice — no manual calculation needed.

Keep your workflow, lose the admin

No scheduling, CRM, job cards, or client portals. quoteledger does one thing: connects your quotes to your accounting software. Nothing more.

Frequently asked questions

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.

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 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.

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.

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.

Get early access to quoteledger

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

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