Platform
Cloud-native (web + mobile)
Cloud platform, UK-built
Field app
iOS and Android. Works offline: clock in, notes, photos and expenses without signal, synced when it returns.
Snagg app: clock in and out, travel time, photos and notes, snags, extra client requests. Works offline and syncs later.
Proposals
Bob the AI writes the whole proposal and you edit it on the page. E-signatures, optional upgrades with live totals, Stripe and QuickBooks payment links. Analytics show opens, reading time and which sections held attention. Auto Labour prices the labour from the product list.
Interactive branded proposals with client acceptance and view tracking, down to time spent reading. Unique Experience Proposals are an add-on.
Product database
1 million+ products with live supplier pricing, including Habitech trade pricing in the UK and ADI, Savant and Blackwire dealer pricing in the US
3.5 million+ products from 200+ distributors and 6,000+ brands, live pricing updated nightly
CRM
Full CRM with pipeline management, lead scoring, email sync
Included in every package: leads, deals, Kanban pipeline, several quote alternatives per deal, notes and stage automation, on desktop and mobile. Also connects to Zoho and Zapier.
Email & calendar integration
Two-way Gmail and Outlook sync across mailbox and calendar. Turn any email into a customer, project, work order, purchase order or invoice. Any other mailbox connects over SMTP and IMAP.
Google Calendar and Outlook sync for the WorkHub schedule, with a two-way option. Mailbox sync isn't listed on their published pages.
Project management
Work orders, a Dispatch board for your crews, scheduling, task templates, notes with @mentions, change orders with digital sign-off, mobile updates
WorkHub, included in every package: tasks from quoted items, scheduling, quoted price vs actual cost, engineer dashboards
Time tracking
Mobile and desktop, with breaks, a live lock-screen timer and offline clock-in
WorkHub and the Snagg app: time and mileage logging
Inventory management
Included on every plan, at no extra cost.
Inventory and Procurement: stock locations, real-time status, transfers, pick lists, barcode scanning, purchase orders. Both are add-ons. Prices not published.
Service management
Via customer portal and work orders
Included in every package: scheduled maintenance, service contracts, reactive repairs, performance reporting
System design / drawings
Automated cable schedules, network maps, basic floor plan editor
DesignFlow integration syncs layouts and design proposals with quotes. Drawing tools of their own aren't listed.
Website builder
SEO-ready website and blogs included
Not available
Social media management
Echo social media, SEO and blogs included
Not available
Marketing services
Managed marketing services available for existing customers
Not available
Customer portal
Yes: invoices, change orders, service booking, project visibility
WeProject portal: customers review and accept quotes, check revisions, see project information and documents, and follow payment progress. Mobile-first and fully branded, with role-based access.
Extended warranty
SureBright extended warranty options included
Not listed on WeQuote's published pages
FINANCIALS & INTEGRATIONS
Invoicing
Built-in, from the job or standalone with catalogue products. QuickBooks, Xero, Stripe and QuickBooks payment links included.
Invoices from approved quotes and billable tasks, with deposits and milestones. Connecting QuickBooks, Xero or Zoho is an add-on.
Payment processing
Included, no per-transaction platform fee
Stripe. 0.75% platform fee, capped at £250 per transaction.
Integrations
QuickBooks, Xero, Stripe, QuickBooks payment links (included)
QuickBooks Online and Desktop, Xero, Zoho, Zoho Books, Stripe, Zapier, Magento, NetSuite, Shopify, WooCommerce, Snagg, DesignFlow. Accounting connections and API access are add-ons.
AI features
Bob the AI, email intelligence, content generation, product search
Their privacy policy says the software doesn't currently include AI features.
Office users
Included to plan limits: 1, 3 or 7 depending on tier
Unlimited on every package
Field user costs
Included to plan limits: 2, 5 or 10. Extra seats £12.50 / $15.
Priced per field user, rate not published. Unlimited on Enterprise.
Metering
None. Quote and invoice as much as you like on any plan.
Packages are sized on the value of quotes you accept each month, up to unlimited. Pass your quota and you move to the next plan from the next billing cycle. Amounts not published.
Starting price
From £119 /mo1 office + 2 field users, all features included
Not publishedItemised quote after a call. Unlimited office users.
Onboarding
One-time fee set by plan, Year 1 only
Bronze, Silver and Gold, with up to 4, 8 or 12 hours of calls. Priced in your quotation, not published.
Free trial
14 days
14 days on any paid plan
Prices exclude VAT, GST, US sales tax, and other applicable local taxes unless stated otherwise.
WeQuote features and pricing verified against their own published pages on 3 November 2026.