Planning consultant Estimates
Win more planning consultant work with quotes that look the part
Send professional planning consultant estimates clients can accept online in one tap. Collect deposits when they say yes, split the job into payment stages, and convert straight to an invoice when you're ready to bill.
No credit card required
Estimate
EST-0147
Eastside Developments
Accepted online · Deposit paid · Ready to invoice
Designed for the way planning consultants quote
Online acceptance
Planning consultants' clients accept quotes online with a single tap — instant notification, clear record.
Learn more →Quote deposits
Collect deposits upfront on bigger planning consultant jobs so you're covered for materials and diary commitment.
Learn more →Payment stages
Break planning consultant jobs into milestones — perfect for phased work and bigger installs.
Learn more →Line-item quotes that justify your price
Break the planning consultant job into labour, materials and stages so customers see exactly what they're paying for. Clear quotes build trust — and trust wins more work than a lump sum ever will.
- Add labour, materials and custom lines in seconds
- Show totals, VAT and payment stages in one view
- Reuse saved items from your planning consultant list to quote faster next time
New estimate
DraftFrom accepted quote to paid invoice — without retyping
When a planning consultant customer accepts online, you're not starting from scratch. Deposits and staged amounts carry through, and you can convert the estimate to an invoice in a couple of taps when the work is done.
- Online acceptance with a clear audit trail
- Deposits and milestones carried into payments
- Convert to invoice and keep the same line items and totals
Quote accepted
Eastside Developments accepted EST-0147 · 2 min ago
Next step
Convert to invoice
Quoted, invoiced, filed — without leaving fixdd
When planning consultants run quotes and invoices through fixdd, your income records stay organised for Making Tax Digital — so you're not piecing it together at year end.
Planning consultant estimate FAQs
Can I convert an accepted planning consultant estimate to an invoice?
Yes. When a quote is accepted, you convert it to an invoice in a couple of taps. Line items, totals and customer details carry over so you don't retype anything — just adjust if anything changed on site.
How does online acceptance work for my customers?
You send a link to your estimate. The customer opens it on their phone or computer, reviews the quote and accepts it with one action. You get notified straight away and fixdd keeps a clear record.
Can I take a deposit when the planning consultant estimate is accepted?
Yes. Set a deposit amount or percentage on the quote. When the client accepts, they can pay the deposit online by card, so you're covered for materials and diary commitment before you start.
Can I split a planning consultant job into staged payments on an estimate?
Yes. Payment stages let you tie amounts to milestones — for example deposit on acceptance, interim after first fix and balance on completion. It helps cashflow on larger jobs and sets expectations upfront.
Send planning consultant estimates that win work
Start for free — no credit card required. Join UK planning consultants who quote and get paid with fixdd.
Get started freeNo credit card required