Quote choices, not just a number: options and extras clients can pick

The best way to lift your average job is to quote choices, not a take-it-or-leave-it number. In Toolie you can add options (pine or composite decking; framed on its own footings or fixed to the deck) and optional extras (a pergola, oil, a heat pump) to one quote. The client sees one PDF and one link and picks in the portal.

How it works

• Add option. Each option is a fully priced version of the job, re-priced by the same engine, so the differences are real numbers, not a percentage guess.
• Optional extras. Make a line an extra and it takes its labour with it, so base plus extra equals the original.
• Suggested options. A suggestions strip proposes sensible upsells with the reason and the source — for example roof shade for a garden bar, or a pergola over a deck. Press Price it to see the engine’s figure; Not for this job dismisses it. The advisor stays silent when it is unsure.
• You choose what the client sees. Hide any option or extra from the client; your own copy prints it marked hidden, and the send check blocks a hidden option’s price from going out.
• Pros and cons. Each option carries locked facts plus pros and cons you can edit.
• Pictures. Show the client a render of an option from the job’s drawing, marked “illustration only”, once you approve it.

Checked before it goes out

Before any quote is sent, Toolie runs an independent quantity cross-check and a send gate that stop obvious errors — a missing line, a mismatched total, a price that is out of date. Every sent quote is saved as an immutable version, so you can always show what the client was shown. The advisor never invents a number: every price comes from the type’s own engine.

Related: quoting software · client portal · Design Studio · 3D visualiser.