The complete DQM Trade Quote process
From first look to final payment
A practical sequence that helps you understand the job, catch the costs, send a clear quote and move forward only when the customer has agreed.
- 01
Add the customer and job
Keep the customer, site address and job together from the first enquiry.
- 02
Describe the work and add photos
Type or talk, then add site photos from your camera or device. AI reads the information already supplied before asking what is still missing.
- 03
Review and approve the findings
Answer the useful follow-up questions, check the site findings and confirm when there is enough evidence to price.
- 04
Build the costs
Draft editable labour, materials, plant, waste and subcontractor lines using trade-specific UK guide rates, quantities and likely durations.
- 05
Check profit, margin and VAT
DQM Trade Quote calculates from the figures you approve. See the selling price, gross profit and margin before anything reaches the customer.
- 06
Prepare the professional quote
Review the scope, inclusions, exclusions, assumptions, payment terms and variations clause. Add your company logo on Pro.
- 07
Send it and get a clear answer
The customer reviews the quote and accepts or declines online. Acceptance locks the agreed version and value, and you receive an email.
- 08
Agree products and materials
Save supplier links, record specifications and share only the chosen products. Request customer approval for visible finishes and important choices.
- 09
Take the agreed payment
Only after acceptance do deposit or stage-payment links appear. The customer can pay by card or QR code and you are notified when money lands.
- 10
Plan, vary and complete the job
Use the contractor-only programme to plan the work. Price extra work as a variation, keep an audit trail, then move the job through completion and paid.
Where AI helps
A capable assistant, not the decision-maker
AI reads job notes and photos, highlights missing information, drafts editable costs and wording, suggests materials and assesses product suitability. Its suggestions stay clearly identified for you to check.
What stays under your control
Your figures. Your products. Your approval.
The app calculates prices, profit, margin and VAT from the numbers you approve. It never purchases products or silently adds suggestions to the customer’s job.
Built from 11 years of DQM Construction experience
Try the complete process on your first job
Start with the full workflow switched on, then keep up to three manual quotes a month free or continue with Pro for £19/month.
