Quotes & payments

Agree the price before the work starts.

Price a job properly, send it, and let the customer accept it in their own time. An accepted quote carries its figures into the booking so nobody retypes them.

The quotes list in CalendarLift, showing each quote’s reference, customer, total and whether it has been accepted.
Every quote, its total and whether the customer has accepted it.

A quote the customer can read

They open their own page — no account, no password — and see the breakdown, your terms and what happens next. They accept or decline it themselves, and you are told either way.

  • It expires. Set how long the price holds, and it lapses on its own rather than being honoured a year later.
  • Agreed on the telephone? Record their answer yourself, with a note of who agreed it.
  • It prints. A quote is a document, and some customers still want one on paper.
Quotes in CalendarLift, each showing whether the customer has accepted it and what has been paid.
Payment settings in CalendarLift showing the Stripe connection state and what to do next.

Your Stripe account, your money

Connect your own Stripe account from Settings. Customer payments go into it directly — CalendarLift never holds your money and never sits between you and it.

  • Deposits or the full amount. Ask for a deposit to hold a slot, or take payment outright.
  • It says where it stands. Connected, still being checked by Stripe, or needing something from you — in plain words.
  • Or not at all. Leave it switched off and take payment your own way. Everything else works the same.

What has been paid, and what has not

Every payment is recorded against the booking or quote it belongs to, with its own state. Anything that needs a person — a deposit that arrived after the slot was released, a disputed charge — is raised rather than left in a list.

The payments screen in CalendarLift, showing what has been taken and what needs attention.

See it with your own prices.

Show us a job you quote regularly and we will set it up the way you would send it.