Trade-specific recovery workflows

Recover more revenue.
Built for your trade.

SwiftQuote combines trade-specific pricing, job workflows and customer payment steps with the same recovery journey: enquiry → follow-up → quote → approval → payment.

Plumbing

Recover more plumbing jobs before they go cold.

Use plumbing-specific rate cards, job types and compliance fields while SwiftQuote keeps enquiries, quotes and payment steps moving through the same recovery workflow.

Geyser replacementBurst pipe repairDrain unblockingCCTV drain inspectionLeak detectionTap replacementShower installationToilet replacementSolar geyser conversion
Revenue recovery

Capture the opportunity, keep the follow-up moving, get the quote out, then move accepted work toward payment.

Trade compliance
IOPSA registration number on every quote
Master plumber licence field
Certificate of Compliance tracked per job
Rate cards & tools
Province-accurate pricing — Cape Town vs Gauteng vs KZN
Geyser brand selector: Kwikot / Franke / Ariston / Heatech
Emergency call-out surcharge — flat fee added automatically
After-hours multiplier (1.5×) and weekend multiplier (2×)
Standard call-out fee configured in settings once

"Trade-specific quoting helps you move from enquiry to a clear customer-facing offer without rebuilding the same plumbing quote every time."

QUOTATION
SwiftQuote AI
QUOTE
JOB
Burst pipe repair — Sandton (Emergency)
After-hours call-out1.5×
Emergency call-out fee (1.5×)R975
Pipe repair — copper 15mmR380
Fittings and compression jointsR220
Labour — isolation + repair (1.5×)R1,425
VAT (15%)R450
TOTALR3,450
✓IOPSA Reg: MP-48231✓Master Plumber Lic: 6731✓CoC tracked
Electrical

Keep electrical opportunities moving from enquiry to payment.

Use CoC tracking, registration fields, DB board workflows and municipality-aware pricing while keeping the customer opportunity visible through quote, approval and payment.

DB board upgradeCertificate of ComplianceGeyser wiringInverter DB integrationAutomatic Transfer SwitchSurge protection installationGenerator changeoverPre-paid meter installationSingle to 3-phase upgradeLED lighting
Revenue recovery

Capture the opportunity, keep the follow-up moving, get the quote out, then move accepted work toward payment.

Trade compliance
ECASA registration on every quote
PIRB registration field
Master Installation Electrician licence
CoC fee auto-included in quote
CoC expiry alerts — 60 days out
Rate cards & tools
ECB-aligned labour rates per province
DB board: enclosure, breakers, earth leakage, neutral bar — all auto-itemised
Inverter DB: DB modification, dedicated circuit, isolator, surge protection
Cable run calculator for phase change jobs (metres × rate)
Municipality fee lookup: Tshwane / CoJ / CoCT / eThekwini

"The recovery story for electrical work is the same: capture the enquiry, get the quote out, keep following up and move accepted work toward payment."

QUOTATION
SwiftQuote AI
QUOTE
JOB
DB board upgrade — Midrand
16-way DB board (Schneider)R1,850
10× 20A circuit breakersR640
Earth leakage unit (63A)R780
Labour — removal + installR1,400
Certificate of ComplianceR450
VAT (15%)R765
TOTALR5,885
Solar PV

Recover more value from high-ticket solar opportunities.

SSEG tracking, system sizing, panel and inverter pricing, staged payment structures and municipality-aware workflows help move complex solar enquiries toward committed work.

Grid-tied PV systemHybrid inverter systemOff-grid systemRooftop panel installationInverter-only installationSSEG application managementSystem upgradeFaulty inverter replacement
Revenue recovery

Capture the opportunity, keep the follow-up moving, get the quote out, then move accepted work toward payment.

Trade compliance
SSEG application tracking per job
Grid tie-in compliance per municipality
ECASA/PIRB registration on quote
CoC for solar installation
Rate cards & tools
System size calculator — enter kWh/day → get kWp recommendation instantly
Pre-built kit BoM: panels + inverter + battery + cabling auto-populated
Municipality SSEG fee auto-applied — 8 metros built in
Staged 50%/50% payment shown as two line amounts on quote
Finance option note field for EasyPay / solar finance packages

"High-value solar opportunities can take longer to close. The recovery workflow is designed to keep the opportunity active while the customer considers the project."

QUOTATION
SwiftQuote AI
QUOTE
JOB
5kW hybrid solar system — Sandton
Panel brands
Canadian SolarJA SolarLONGiJinkoRisen
5× Canadian Solar 410W panelsR8,500
Sunsynk 5kW hybrid inverterR18,200
Hubble AM-5 5.12kWh batteryR17,000
Mounting + cabling + labourR10,500
SSEG application — City of JoburgR1,500
CoC solar installationR850
VAT (15%)R8,483
TOTALR65,033
Payment Schedule
50% deposit on acceptanceR32,517
50% balance on completionR32,517
SSEG Application Fees
City of JoburgR1,500
TshwaneR2,000
Cape TownR1,800
eThekwiniR2,200
EkurhuleniR1,600
NMBR1,400
HVAC & Aircon

Keep HVAC opportunities moving while you work.

Use brand, BTU, refrigerant and service-contract workflows while keeping installation and service opportunities visible through quote, follow-up and payment.

Split unit installationGas refill & regasAircon service & maintenanceDucted system installationCompressor repairAircon not cooling — diagnostic & repairCommercial multi-split installationExtraction fan installationThermostat & control replacement
Revenue recovery

Capture the opportunity, keep the follow-up moving, get the quote out, then move accepted work toward payment.

Trade compliance
SAQCC Gas registration number on every quote
Refrigerant handling logged per job
Warranty period shown per unit and brand
Certificate of Compliance where job involves an electrical connection
Rate cards & tools
Brand & capacity selector — Samsung / LG / Midea / Carrier / Daikin / Hisense
Gas refill pricing by refrigerant type, priced per kilogram
Service contract billing — quarterly or bi-annual
Call-out + diagnostic fee structure
Multi-unit commercial quoting for office blocks and body corporates

"Service and installation work should not depend on remembering every follow-up. Keep the opportunity visible while your team stays focused on the job."

QUOTATION
SwiftQuote AI
QUOTE
JOB
Split unit installation + gas — Centurion
12,000 BTU split unit (Midea)R6,200
Installation labour (bracket, piping)R1,800
Gas charge — R32 refrigerant (1.2kg)R540
Drainage pipe & insulationR350
VAT (15%)R1,334
TOTALR10,224
SAQCC Reg: GAS-xxxxx · Warranty: 5 years compressor
Landscaping

Turn recurring landscaping demand into recurring revenue.

m² pricing, recurring garden contracts, material workflows and permit fields help you present repeat work clearly and keep customer opportunities moving.

Lawn mowing & maintenanceGarden cleanup & clearingIrrigation installation & repairTree felling & pruningPaving & hardscapingGarden design & plantingFencing & wallingArtificial turf installationRecurring garden service contract
Revenue recovery

Capture the opportunity, keep the follow-up moving, get the quote out, then move accepted work toward payment.

Trade compliance
Protected tree felling permit field
SALI registration number on every quote
Photo-documented before/after on every job
Scope of work checklist auto-generated
Rate cards & tools
m² auto-calculation for lawn and garden area
Recurring presets: Weekly / Bi-weekly / Monthly / Seasonal
Plant & material catalogue
Irrigation component pricing
Annual contract value always shown

"Recurring work is valuable because the opportunity can continue beyond one quote. Make the contract visible and keep the customer relationship moving."

QUOTATION
SwiftQuote AI
QUOTE
JOB
Monthly garden service — 400m² lawn, Pretoria East
Lawn mowing & edging (400m²)R850
Hedge trimmingR450
Garden cleanup & green waste removalR600
Irrigation check & adjustmentR250
VAT (15%)R322.50
MONTHLY TOTALR2,472.50
Annual Contract Value
R2,472.50/month × 12
R29,670
Cleaning

Recover more cleaning contracts from the enquiries you already receive.

m² pricing, scope checklists and recurring contract workflows help make commercial cleaning opportunities easier to quote, explain and move toward recurring work.

Residential cleanOffice / commercial cleanPost-construction cleanCarpet cleanWindow cleanIndustrial cleanDeep cleanEnd-of-tenancy clean
Revenue recovery

Capture the opportunity, keep the follow-up moving, get the quote out, then move accepted work toward payment.

Trade compliance
Scope of work checklist auto-generated per job type
Client accepts quote = digital agreement on scope
Rate cards & tools
m² auto-calculation
Surface rate cards
Recurring presets
Annual value always shown
Included and excluded scope on every quote

"A clear scope helps the customer understand what they are buying. A follow-up workflow helps make sure the proposal does not simply disappear after it is sent."

QUOTATION
SwiftQuote AI
QUOTE
JOB
Monthly office clean — 250m² tile, Rosebank
250m²×R25/m²=R6,250
Tile floor 250m² × R25/m²R6,250
Bathrooms ×4 — wipe + restockR800
Kitchen areaR400
Bin liners & consumablesR150
VAT (15%)R1,140
MONTHLY TOTALR8,740
Scope of Work
✓All hard floor surfaces
✓Bathrooms ×4 (wipe, restock)
✓Kitchen area
✓Bin liners supplied
✗Carpet cleaning
✗Window cleaning
Annual Contract Value
R8,740/month × 12
R104,880
Talk about revenue recovery