WordPress Plugin · By ThingSmart

Quote. Invoice.
Get paid faster.

ServiceQuoteBuilder is the WordPress plugin built for service businesses of all kinds. Define your services, let customers build their own quote, then convert it to a professional invoice — all from your WordPress dashboard.

10-day
Free trial
Any
Currency supported
100%
WordPress native
UK-built
For UK SMEs
How it works

From service catalogue to paid invoice

Five simple steps — set up once, run automatically for every customer.

01

Build your catalogue

Add your service categories, individual services, and prices directly in your WordPress dashboard. No coding required.

02

Customer selects services

Visitors choose a billing period, browse relevant services, and build their own package with a live running total.

03

Quote request submitted

The customer submits their contact details. You receive an instant email notification with the full quote breakdown.

04

Review & approve

Manage all quote requests in your WordPress admin. Adjust, approve, reject, or duplicate quotes with one click.

05

Convert to invoice

Turn any approved quote into a professional invoice. Add your bank details, apply discounts, and send it to the client.

Features

Everything you need. Nothing you don’t.

Built specifically for service-based businesses — not a generic form builder bolted together.

📂

Service Catalogue Management

Organise services into categories. Set prices per billing frequency — one-time, weekly, monthly, quarterly, or annual. Import services in bulk via CSV.

📦

Pre-built Package Builder

Create fixed packages that appear automatically when a customer selects a matching billing period. Perfect for managed service bundles.

💬

Interactive Quote Builder

Customers select services and see a live price total update in real time. Services without prices show “Quote” — keeping your catalogue flexible.

🧾

Professional Invoicing

Convert any quote to an invoice in one click. Add your company details, bank accounts, VAT, discounts, and due dates. Auto-incrementing invoice numbers included.

💱

Any Currency

Set up GBP, USD, EUR, or any currency your business operates in. Currency is configured per your business — not locked to a fixed list.

🔔

Email Notifications

Get notified instantly when a new quote request arrives. Automatic quote expiry reminders keep your pipeline moving without manual follow-up.

📊

Dashboard & Analytics

See quotes this month, pending requests, revenue, overdue invoices, and conversion rates — all from a single admin dashboard.

📥

CSV Import & Export

Bulk import your service catalogue from a spreadsheet. Export quotes and invoices to CSV for accounting or reporting purposes.

🔒

Security & Audit Log

Rate limiting on quote submissions, nonce verification, full activity audit trail, and soft-delete on all records. Built with production security in mind.

AI-powered onboarding

Get up and running in minutes

Setting up a service catalogue from scratch can take hours. ServiceQuoteBuilder removes that barrier entirely — just type your sector and your entire catalogue is ready to import.

1

Type your sector

Enter your business type in plain English — no codes, no dropdowns.

Your sector
plumbing & heating
2

Review the preview

Categories, services, and UK market prices generated instantly. Edit anything before importing.

Emergency Repairs
Burst pipe repair£150
Emergency call-out£95
Boiler Services
Annual boiler service£120
Boiler installation£2,400
3

Import with one click

Selected categories and services are written to your database. Your quote builder is live.

4 categories imported
18 services imported
Prices set in GBP
✓ Import complete
🤖

13 pre-built sectors — and AI for everything else

Common sectors load instantly from built-in datasets. No match? The Claude AI fallback generates a bespoke catalogue for any business type, priced for the UK market. From activation to a fully configured quote builder — in under five minutes.

IT Consultancy Web Design Digital Marketing Accountancy Plumbing & Heating Solicitors Insurance HR Consultancy Photography Marketing Agency Cleaning Landscaping Construction + any sector via AI →
Who it’s for

Built for service businesses

If you sell services rather than products and you’re running WordPress, this plugin was designed for you.

🖥️

Managed Service Providers

Display your managed service packages, let prospects build a custom plan, and receive qualified quote requests without a single phone call.

⚙️

Freelancers & Consultants

Stop quoting manually by email. Define your service rates once, embed the quote builder on your site, and handle invoicing from the same place.

🏢

Agencies

Manage multiple service lines and keep your quoting process consistent across every client engagement.

🌐

Any Service Business

Not just IT — any service-based business using WordPress can configure ServiceQuoteBuilder with their own categories, services, and pricing.

Pricing

Simple, transparent pricing

Start free. Upgrade when you’re ready. Cancel anytime. Paid plan includes a 10-day free trial.

Starter
Try the core features free. No credit card required.
Free
Forever
  • Up to 3 service categories
  • Basic quote builder
  • Quote request management
  • Single site licence
  • Invoicing
  • CSV import / export
  • Email notifications
  • Standard support
Get Started Free

All prices exclude VAT. UK VAT applied at checkout where applicable. 14-day money-back guarantee on first payment. Also available in USD and EUR at checkout.

FAQ

Common questions

Does this work with any WordPress theme?
Yes. ServiceQuoteBuilder works with any well-coded WordPress theme. The frontend quote builder is embedded via a shortcode ([sqb_quote_builder]) and inherits your theme’s styling.
Do I need WooCommerce?
No. ServiceQuoteBuilder is completely independent of WooCommerce. It uses its own database tables and admin interface, purpose-built for service-based quoting and invoicing.
Can I use my own currency?
Yes. You can configure any currency your business uses through the WordPress admin. There is no fixed list — GBP, USD, EUR, or any other currency is supported.
What happens when my trial ends?
After the 10-day trial, your account moves to the Professional plan. If you choose not to continue, your site reverts to the Starter (free) plan automatically — no data is lost.
Can I import my existing services?
Yes. The Professional plan includes CSV import, so you can bulk upload your service catalogue from a spreadsheet rather than entering everything manually.
Is my customer data stored securely?
All quote and invoice data is stored in your own WordPress database on your own server. ThingSmart Limited does not have access to your customer data. The plugin includes rate limiting, nonce verification, and a full audit log.
Can I cancel anytime?
Yes. Cancel anytime from your customer portal. Your licence remains active until the end of the current billing period. We also offer a 14-day money-back guarantee on your first payment.
Get started

Ready to streamline your quoting process?

Start free. No credit card required. Up and running in minutes.