Create quotes before work starts
Prepare clear quotes for service calls, installations, maintenance, projects, and repeat customer work. Use reusable catalog items where possible and custom lines when the job is unique.
Quotes
Quote to Invoice App for Small Business
Build quotes for service work, keep them attached to customers, and move approved work into the job and invoice records your business relies on.
- Customer quote records
- Products, services, custom line items, taxes, and discounts
- Quote, job, and invoice workflows kept together
Built around your work
Everything you need, nothing you don’t.
Keep quotes connected to customers
Each quote belongs beside the customer record, job notes, invoices, and history, making follow-up easier when a customer asks what was included.
Support practical quote to invoice workflows
Sky BizBook helps small businesses move from enquiry to quote, job, and invoice without retyping the same customer and line-item details across disconnected tools.
How it works
From enquiry to approved work
- Add customer and scope
- Choose product or service items
- Apply tax, discounts, and notes
- Track the quote with the customer
- Use the approved work for jobs and invoices
Can I create quotes in Sky BizBook?
Yes. Sky BizBook includes quote creation and management for customer work, product and service line items, tax, discounts, and notes.
Can quotes be tied to jobs?
Yes. Quotes can be part of job-to-quote and quote-to-job workflows where relevant to the customer work.
Ready to get
organised?
Start free with Sky BizBook. Upgrade only when you need more.