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For Tradespeople
Trade businesses spend their working day on the job site or at the customer's, not at a desk. OfferPilot is built so quotes and invoices are ready right after the appointment – with your own prices, your logo, and no need for office-software expertise.
After a customer appointment, it's usually clear which work needs doing and roughly how much material and time it will take. In many businesses, it takes days before that turns into a sent quote, because the office work gets pushed to the evening or the weekend.
OfferPilot shortens that path: you describe the work in keywords, draw on your saved price list, and get a draft you can review and approve directly on your phone or tablet.
Every business calculates differently – hourly rates, material markups, and flat fees vary by trade and region. That's why every quote is based on your own saved price list instead of generic text blocks.
New or unusual items remain visible as needing review, so you can check them before sending. That way, the technical calculation stays with you.
After the customer accepts, the invoice follows – with OfferPilot including an automatically generated Swiss QR invoice, as soon as your payment details are on file. If a payment doesn't arrive, OfferPilot shows you the overdue invoice so you can follow up in a targeted way and in your own tone.
After the appointment, briefly describe the work – on site or at the office.
Check items, quantities, and prices against your price list.
Send the quote as a PDF and keep an eye on outstanding invoices.
OfferPilot is used among others by electrical, plumbing, joinery, painting, plastering, landscaping, and cleaning businesses. What matters isn't the industry, but that recurring services and prices can be captured.
No. OfferPilot runs in the browser and can be used without installation or training. If you can write emails, you'll manage fine.
Yes, via the browser on phone or tablet. For faster access, OfferPilot can also be installed as an app.
