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Virtual assistant Estimates

Win more virtual assistant work with quotes that look the part

Send professional virtual assistant 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

Line-item quotes that justify your price

Break the virtual assistant 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 virtual assistant list to quote faster next time

New estimate

Draft
Monthly retainer (20 hrs)£680.00
Additional hours (×5)£175.00
Project setup fee£120.00
Subtotal£975.00
VAT (20%)£195.00
Total£1,170.00

From accepted quote to paid invoice — without retyping

When a virtual assistant 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

Bridge Street Offices accepted EST-0147 · 2 min ago

Deposit (25%)£680.00
Paid onlineReceived

Next step

Convert to invoice

One tap

Quoted, invoiced, filed — without leaving fixdd

When virtual assistants 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.

Learn about MTD

Virtual assistant estimate FAQs

Can I convert an accepted virtual assistant 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 virtual assistant 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 virtual assistant 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 virtual assistant estimates that win work

Start for free — no credit card required. Join UK virtual assistants who quote and get paid with fixdd.

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No credit card required