It all starts with a quote.
About Clever Quoting
A business management solution for small contractors, one-person operations, and SMEs. It simplifies quoting, invoicing, and admin so you can spend more time doing billable work.
Identifying key challenges
- Slow and error-prone manual quote preparation.
- Duplicate work and potential mistakes from retyping invoices from quotes.
- Customer and inventory records not integrated.
- Lack of efficient methods to post payments or distribute statements on demand.
Who it’s for
Clever Quoting is designed specifically for small to medium-sized businesses and independent contractors in South Africa who need to manage admin quickly and professionally without the overhead of complex ERP systems.
Client profile
- Small contractors: electricians, plumbers, tilers, painters, builders.
- Solopreneur businesses: garden services, home maintenance providers, mobile services.
- Growing SMEs: service providers and resellers who need accurate quotes and invoices to win work and get paid faster.
- Admin-light businesses: companies without a dedicated finance team who still need professional, reliable customer-facing documents.
Why this matters
- Contractors can quote faster and win more jobs.
- SMEs can manage clients, inventory, and payments in one tool.
- Entrepreneurs can look professional and stay on top of their business transactions.
- Everyone gains peace of mind knowing their data is secure, backed up, and accessible anywhere.
How it works (end-to-end)
- 1. Build a professional quote - create multi-sectional quotes; reorder sections; add labour and miscellaneous items; preview and export to PDF or WhatsApp (Available on request).
- 2. Convert to a quote to an invoice in one click - or create a standalone invoice
- 3. Manage customers - add, search, and edit client details
- 4. Manage inventory - add items by stock codes and category
- 5. Post payments – Efficiently capture both full and partial payments.
- 6. Share statements & run reports - statements on demand, credit notes, reports, and sales tracking potential.
- 7. All in the cloud - secure data centre, automatic backups and ongoing tech upgrades; SQL Server backend with HA/DR.
Your benefits
- Speed & accuracy: less rework, fewer errors, faster cash flow.
- One source of truth: customer, inventory, quotes, invoices, and payments in one place.
- SA fit: built around South African SME pain-points, pricing, and workflows.
Security & reliability
Cloud-hosted with automatic backups, data integrity, and high availability/disaster recovery – so your quoting never goes offline when you need it most
Pricing model
Subscription-based with potential for tiers and add-ons. Contact us for current plans.