Quote & Invoice Automation — Trade Businesses

Send the quote.
Get paid. Automatically.

Most tradesmen lose jobs because they forget to chase a quote. Most wait weeks for payment because chasing invoices feels awkward. Turinga automates both so every quote gets followed up and every invoice gets paid — without you having to do anything.

Quotes chased automatically Invoices raised on completion Payment reminders sent for you Included in Full Stack

Quote to payment — fully automated

Job scoped — quote generated

Quote created and sent to customer automatically.

Instant

Quote not opened — follow-up sent

48-hour reminder SMS: "Just checking you received our quote..."

48 hours

Quote accepted — job booked

Confirmation sent to customer. Job added to pipeline.

Day 4
4

Job complete — invoice raised

Invoice generated and sent automatically on completion.

Job done
5

Invoice unpaid — reminder sent

Polite payment reminder at 7, 14, and 21 days.

Automatic
6

Payment received

You get notified. Job marked paid. Pipeline updated.

Done ✓
40%

more quotes accepted when automated follow-up is in place versus no follow-up at all

faster average payment when automated invoice reminders are sent at the right intervals

Zero

awkward conversations about outstanding invoices. The system chases for you professionally.

2 wks

from sign-up to your full quote and invoice automation being live and running

What we automate

From scoped job to
paid invoice. Automatically.

We automate the entire financial journey of every job — quoting, chasing, invoicing, and payment collection — so you can focus on the work rather than the paperwork.

Instant quote dispatch

The moment a job is scoped and priced, the quote is generated using your template and sent to the customer via email and SMS. No delay, no forgetting, no manual sending.

Automated quote chasing

If the quote is not accepted within 48 hours, a follow-up message is sent automatically. Another goes out at 7 days, and a final one at 14 days. Most acceptances happen within the first follow-up.

Invoice raised on completion

When a job is marked complete, the invoice is generated and sent immediately. Professional, accurate, and branded to your business. No manual invoice creation required.

Payment chasing that does not feel awkward

Automated payment reminders go out at 7, 14, and 21 days for any outstanding invoice. The tone is professional and polite. You never have to make an uncomfortable call about money again.

What your pipeline looks like

Quotes sent this week
3 awaiting response
3
Quotes accepted
Jobs booked automatically
5
Invoices outstanding
Auto-reminders running
2
Paid this month
All collected automatically
£4,280
Zero manual chasing All automated ✓

How it works

Set up once.
Runs on every job.

01

Discovery call

We understand how you currently quote and invoice, what software you use if any, and how you want the automation to work for your business.

02

Templates built

Your branded quote and invoice templates are built and approved by you before anything goes live. They look professional and represent your business properly.

03

Sequences configured

All chase sequences are set up and tested. You see exactly what messages go out, at what times, and in what circumstances before we switch on.

04

Go live

Your quote and invoice automation goes live. Every job from this point onwards is handled automatically from scoped to paid.

FAQ

Questions about quote and invoice automation.

Everything tradesmen ask before setting up automated quoting and invoicing.

Ask us directly
How does automated quoting work for trade businesses?
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When a job is scoped, the system generates and sends a professional quote to the customer automatically. If the quote is not accepted within 48 hours, a follow-up SMS or email is sent. Further chasers go out at 7 days and 14 days. You never have to remember to follow up on a quote again.

How does automated invoice chasing work?
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When a job is marked complete, an invoice is raised and sent to the customer automatically. If it is not paid within 7 days, a polite reminder is sent. Further reminders go out at 14 and 21 days. You receive a notification at each stage so you always know the status of every outstanding payment.

How many more quotes get accepted with automated follow-up?
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Most trade businesses see 20 to 40 percent more quotes accepted when automated follow-up is in place. The majority of customers who do not respond to an initial quote are simply busy, not uninterested. A polite follow-up at the right time is often all it takes to close the job.

Can I customise the quote and invoice templates?
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Yes. Turinga builds your quote and invoice templates around your brand and how your business works. You approve the design and wording before anything goes live. Templates can be updated at any time with a quick message to us.

Does this replace my current invoicing software?
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It can, or it can work alongside your existing software. If you use something like Xero or QuickBooks, Turinga can integrate with it so data flows automatically. If you do not currently have any invoicing system, Turinga sets one up as part of the Full Stack package.

Is this included in all Turinga packages?
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Quote and invoice automation is included in the Full Stack package at £600 per month, alongside the AI call agent, CRM pipeline, review generation, and weekly reporting. It is the complete automation stack for a trade business.

Stop chasing quotes and invoices
manually. Let us handle it.

Book a free call