Features

BEQ covers the path from your own price library, through the estimate that tells you what the job costs you, to the quotation your customer receives. Each capability below is part of the product today.

Price library

The setup you do once, so quoting stops being a retyping exercise.

Products and services

Keep your catalogue in BEQ instead of in a spreadsheet you re-open every time.

Add each product or service with its unit and price once. From then on it is available on every estimate you build, so a quotation is assembled from your own numbers rather than reconstructed from memory.

  • Add products and services with their units and prices.
  • Reuse the same catalogue across every estimate and quotation.
  • Edit an item once and it is corrected everywhere it is used.

Import prices from Excel or CSV

Already keep your prices in a spreadsheet? Upload it instead of retyping every item.

Add a price library one row at a time, or upload the file you already maintain and import it. BEQ reads your Excel or CSV file, shows you what it will add and what it will update, and only changes your library when you confirm. Price history is kept whenever an imported price changes an existing item.

  • Upload an Excel (.xlsx, .xls) or CSV file from your computer.
  • Review what will be added and updated before anything changes.
  • Up to 5,000 rows per import.
  • Download the official template if you want to match the expected columns.

Company and client records

Business details and client information kept ready for the next quotation.

Store your company or organisation details and your clients, so preparing a quotation does not begin with retyping who it is for. The client you have already quoted is one click away the next time.

  • Company and organisation details stored once.
  • Clients added once and reused across quotations.
  • Business information ready for every document.

Estimating

Work out what the job costs you before you decide what to charge.

Quantities and line items

Select what you are pricing and add quantities, without entering items by hand.

Choose the products or services the job needs and set the quantity. BEQ does the arithmetic, so the estimate reflects your price library rather than a spreadsheet formula you have to trust.

  • Select products or services from your library.
  • Set quantities per line item.
  • Calculations handled for you.

Labour, overhead and profit

The costs that decide whether a job is worth taking are on the estimate, not in a note.

Add labour, overhead and profit to build a complete estimate, and add any additional costs the job requires. Because these are part of the estimate, you can see the margin before the quotation goes out.

  • Add labour costs to the estimate.
  • Include overhead.
  • Apply profit and review the result before quoting.
  • Add additional costs or extras when needed.

Internal costs stay internal

Cost the work properly without exposing your numbers to the customer.

Your internal costs are used to calculate what the job costs you. What the customer receives is the quotation, not your cost breakdown. You can price accurately without publishing your margins.

  • Internal costs drive the calculation.
  • The customer document shows the quotation, not your costs.
  • Price accurately without publishing your margins.

Quotation and sharing

A document you would be happy to send under your own name.

Branded quotations

Your layout, your colours, your company details.

Turn an estimate into a polished quotation and adjust the layout, colours and presentation so it represents your business rather than a piece of generic software. Add optional line items where a quote needs alternatives.

  • Customise layout, colours and presentation.
  • Optional and multiple-choice items where a quote needs alternatives.
  • Company details carried onto the document.

Clear totals

Organised line items, quantities and a final total the customer can check.

Items, descriptions and quantities are presented clearly, with a visible final total. A customer who can see how the figure is built is far more likely to accept it.

  • Line items with descriptions and quantities.
  • A clear final total for the customer.
  • Layout a customer can follow.

PDF export and access

Send a PDF, and reach your quotations from anywhere.

Export the quotation as a PDF to share with your customer. Your quotations live in your BEQ account, so you can reach them from any device rather than hunting through email for the version you sent.

  • Export quotations as PDF.
  • Share directly with your customer.
  • Access your quotations from anywhere.

All of the above is included on every plan — there is no feature gating between them. See BEQ pricing , or see which of these applies to your trade.