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Workplus blog

How a tiling site visit becomes a certificate and a quote

Most tiling quotes still happen after you leave: photos on the phone, notes on paper, then an evening rewriting it for the customer. Workplus is built so that rewrite does not happen.

Capture the visit once

Start with the site address. Walk the rooms. Add photos, checks and notes while the customer is still there. That record is the source for both documents — you do not type the job twice.

The certificate is for agreement, not a price

The customer certificate is a site-works confirmation. It states what you found and how the work will proceed, so those conditions are agreed now. It is not a waterproofing licence and it does not include prices. The quote carries the numbers.

The quote comes from the same visit

Save the visit and AI drafts the quote: line items, GST and totals. Review it, then email the certificate and the quote as PDFs. The customer has something to reply to before you are back in the van.

Try it on the next site visit

Free to start. Built for Australian tilers.

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