Price it
A set price for each kind of survey, or prices by property value in up to five bands, with VAT added or included as you prefer.
SiteWrite CRM · Quotes and invoices
Quote and invoice software that chases itself.
Price the survey, send the quote, and let the client accept it, agree your terms and pay online. The reminders go on their own, and the invoice is ready when the money is.
Three founding firms, starting early in 2027: free for three months, then half price for life.
How it works
How quotes, terms and payment work.
01
02
Send it
Check the quote and send it, or let clients book a set-price service straight away without waiting for you.
03
Accepted online
The client accepts the quote and ticks to accept your terms. The CRM keeps a dated record of who accepted what.
04
Paid and invoiced
Card payment through your own Stripe account, or bank transfer with reminders. Each job gets a numbered invoice.
The detail
What the quote and invoice side does.
Quotes that do not go cold
You set how long a quote is valid, 14 days unless you change it, and a reminder goes to the client three days before it runs out.
Your terms, once
Upload your terms once. One document can cover every service, and each client accepts it as part of booking.
Paid when you choose
Before the inspection, on the day, after the report, or on account. Unpaid surveys are chased for you.
Card or bank transfer
We connect your own Stripe account at set-up, so card payments go straight to you. Bank transfers come with your details and a reference.
Numbered invoices
Every invoice is numbered in your own series, with a PDF the client downloads from their own page. A monthly list downloads as a spreadsheet.
Refunds, your way
Your own refund reasons, who approves them, part fees and a cut-off, set once in Settings.
Also in SiteWrite CRM: job scheduling · client portal · everything it does.
Founding firms
Be one of our three founding firms.
Founding firms get the CRM free for three months and set it up with us, then pay half price for life. Chris reads every application himself, and everyone who applies hears back either way.
Questions
Questions firms ask.
- Can I have set prices for some services and quote others?
- Yes. Each service has its own set price or says “we quote”, and you decide whether clients can book it straight away or you check each one first.
- How do clients accept my terms?
- They tick to accept in the booking page. The CRM keeps a record of who accepted, which terms and when, and attaches it to the job.
- How do clients pay?
- By card through your own Stripe account, which we connect at set-up, or by bank transfer, with reminders until it is paid.
- Does it work with my accounting software?
- Not directly yet. Every invoice is numbered with a PDF, and the month’s invoices download as a spreadsheet you can bring into your accounts.
Something not answered here? Email hello@sitewrite.ai.