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Tap New quote, then add your customer’s name — their email too if you want QuoteNod to send them copies.

Add your line items: a description, a quantity and a price for each. Quantities can be fractions — “1.5” hours works. Add VAT with one tap if you’re registered.

Tap Save & continue to send, then share the link however you already talk to your customer — WhatsApp, text or email.

Share… opens your phone’s share sheet (WhatsApp, Messages, email — whatever you use). Copy link puts it on your clipboard.

If you added your customer’s email, Email it sends the link straight from QuoteNod.

Need to withdraw a quote? Tap Revoke link and it stops working immediately. Links never expire on their own — customers can take their time.

They tick that they’ve read the terms (the signature pad stays locked until they do).

They draw their signature with a finger — or type their name if drawing is hard.

They tap Sign & Approve. Both of you get a PDF record by email with the signature embedded and a tamper-proof receipt.

The standard terms attach to every quote on their own — you don’t have to do anything.

Write your own house rules once in Settings → Your standard contract terms and they attach to every new quote; tweak them per job in the builder.

Your customer must confirm they’ve read the full contract before the signature pad unlocks — and the exact text they agreed to is frozen into the signed record.

Open the job. Under Extra work on this job, tap Quote extra work — it only appears once the customer has agreed to the original.

The new quote opens with their details already filled in. Add the lines for what you found, and send it exactly as you would any other quote.

It is numbered from the job: Bathroom becomes Bathroom - 001. The original picks up - 000 so the two read as a pair.

When they agree, choose where the money goes — onto the payment plan already running, asked for in full, or a plan of its own.

In the quote builder, set Deposit due on approval to a percentage of the total or a fixed amount.

It appears prominently on the signing page and both PDFs — “Deposit due on approval: £85.95 · remaining £257.85 on completion”.

Your customer pays you directly — online through your own Stripe or GoCardless account, or by bank transfer using the details in Settings. QuoteNod doesn’t take the money.

In the quote builder, set your deposit — a plan always starts with one, and it has to be at least £50. There also has to be at least £100 left to spread after it, so the smallest job you can offer a plan on is £150.

Set the schedule in Offer a payment plan: weekly, every two weeks, monthly or your own dates and amounts, from 2 payments up to 120 — or press Work it out from what they can pay and enter what your customer can manage, how often, and the day they prefer. The wording your customer signs is generated from it, so it always matches the dates you will be paid on.

The signing page makes your customer choose: pay in full or your plan. They cannot sign without choosing, and their choice is locked into the signed record.

The moment they approve, QuoteNod emails them the link for the deposit. Every later payment gets its own link, a reminder the day before and on the day, and up to three reminders if it goes past its date — then it stops.

If a payment does go past its date, you get an email that morning and it appears in Activity, so you can ring them yourself.

Your customer can clear the rest of the plan in one payment whenever they like, from a button on any of their payment pages. You can also propose replacing the plan with a single payment — they have to sign that, because they agreed to instalments.

Stripe lets your customer pay by bank or by card. Stripe’s fee is 0.5% + 20p for a bank payment, never more than £5 — but 1.5% + 20p for a card, with no cap. On a £5,000 payment that is £5.00 by bank and £75.20 by card. Stripe takes up to £10,000 in one payment.

GoCardless is bank payments only. Its fee is 1% + 20p, never more than £4 — £4.00 on a £5,000 payment. GoCardless takes up to £25,000 in one payment, and pays you the same working day if the payment is made before 11am.

Connect both and any payment over £10,000 goes through GoCardless automatically, up to £25,000, whichever you choose as your default. Everything else goes through your default — press Make … my default to change it.

Anything bigger than your connected providers take in one go: your customer is shown your bank details and pays you by bank transfer instead.

Press Connect Stripe or Connect GoCardless, sign in to that provider (or open an account) and you are brought back to QuoteNod connected. With Stripe there is one more step: turn on Pay by Bank — see the next guide.

Open Stripe’s payment methods page: dashboard.stripe.com/settings/payment_methods. Sign in with the Stripe account you connected to QuoteNod. (Testing? Use the test-mode page instead.)

Scroll to Pay by Bank in the list of payment methods and press Turn on. If Stripe asks you to confirm or to read its terms for Pay by Bank, do so.

Come back to QuoteNod, open Settings → Getting paid and press I’ve turned it on — check. It should now say Pay by Bank is on ✓. Stripe can take a few minutes — if it still says off, wait a moment and check again.

When you finish the work, open the quote and tap Send completion sign-off link.

Your customer confirms the work is complete and satisfactory, signs again, and can leave a comment.

Both of you receive a completion certificate — approval and completion signatures side by side, locked to the same quote.

On an approved (or completed) quote, tap Convert to invoice.

Any deposit is shown deducted with the balance due; a chosen payment plan is printed on the invoice.

Your payment terms and bank details (sort code, account number, reference) appear at the bottom, and the PDF is emailed to your customer automatically.

Open the job and find the payment you are giving back. Tap Give money back.

Put in the amount — all of it, or part. QuoteNod will not let you give back more than that payment took, however many refunds you spread it across.

Add the date and a reason. The reason goes on the credit note, and it is the thing that makes sense of the entry in April.

Open For your accountant, pick QuickBooks or FreeAgent, and press Connect.

Read what it will send — and what it will not — then continue and sign in to your accounting package. Nothing is sent by connecting.

On the settings page, choose the product or service the lines are posted against and your VAT code. QuickBooks will not take an invoice without the first.

Decide what happens to payments: nothing at all, matched to money already in the account (FreeAgent only), or recorded as well. If your bank feeds that account already, recording as well puts the money in twice. FreeAgent tells QuoteNod which accounts are on a feed, and the option is taken away for those; QuickBooks will not tell any app, so there you have to know. Neither can see statements you upload by hand.

In Settings, upload your logo (PNG or JPG) and pick your accent colour — both appear on your invoices.

Set your invoice numbering (a prefix like “VMM-” and the next number) and your bank payment details so you get paid without chasing.

Choose your VAT display — broken down, exclusive, or hidden if you’re not registered.

Subscribe from the Subscription page: £12/month or £115/year (two months free).

Payment is handled by Stripe on their secure page — your card details never touch QuoteNod.

Change your card, download receipts or cancel any time via Manage subscription.

Open www.quotenod.co.uk in your phone’s browser and log in.

Android (Chrome): tap the ⋮ menu in the top-right corner, then tap Add to Home screen and confirm.

iPhone & iPad (Safari): tap the share button (the square with an arrow), scroll down, then tap Add to Home Screen and confirm.

From now on, launch QuoteNod from its icon — it opens straight to your quotes, full screen, no browser bars.

Install a free authenticator app if you don’t have one — Google Authenticator, Microsoft Authenticator or Authy, or use the one built into iPhone Passwords.

On the Account page, under Two-factor, press Switch on two-factor. Scan the square code with the app, then type the six-digit code it shows.

Save the ten recovery codes it gives you — print them or put them in a password manager. Each one signs you in once if your phone is lost or broken, and they are shown only this once.

From then on, signing in asks for your password and then the code from your app. Codes change every thirty seconds, so type the one showing now.

On the Account page, Download my data gives you a ZIP with everything — every quote, signature, audit trail and PDF — in ordinary formats.

Delete account locks your account immediately and permanently erases everything after a 30-day grace period (email support within the 30 days to undo it).

Download your data first — deletion cannot be reversed after the grace period.

The other account must already exist on QuoteNod under the email you will give, be open, and have no quotes, customers or invoices of its own yet. Set it up first.

Open Account → Move to another QuoteNod account (or ask Nod, or choose Transfer my data on the contact form). Enter the other account’s email and press Check this account — QuoteNod confirms an active account exists before you can go on.

You are asked “Are these transfer account details correct?” Read and tick each box — including that the data will be removed from this account, and that you can only recall it for 48 hours — and enter your password.

Both accounts get an email, and a card on the dashboard and in Activity with a 48-hour countdown. The other account must accept. You can cancel at any point in the 48 hours; after 48 hours it cannot be recalled.

Once 48 hours have passed and it has been accepted, it runs automatically — it can take up to 72 hours. If it is not accepted within 72 hours it lapses and nothing moves.

When it is done, both accounts are emailed and shown Completed. You can tick Close this account once the transfer has run when you ask, or close it later from the Account page: 7 days or more before your renewal and you are not charged again; within the last 7 days, the next month is charged.

You are told when there is a new one — on the dashboard, and it stays on the Announcements page until you have read it.

Press I’m for it or I’m against it. Press the same one again to take it back, or the other one to change your mind. Nobody sees which way you went.

Say why underneath. You comment under a name you pick in Settings, not your business name — and changing it later does not rewrite what you have already said.

Where an announcement asks a question too, you get one vote on it, and that one cannot be changed.