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Quotes

Sent from the job site, from a template, signed by the client on their phone. If it sits, Lume follows up for you.

See the plans
Quote list in Lume

Concretely

What it does, point by point.

Templates and presets

Your services, your prices, your terms. A quote goes out in a few taps.

Satellite measuring

Trace the lot or the roof on the satellite image, the area goes into the quote.

Signature on the phone

The client opens the link, reads, signs. You are notified right away.

Automatic follow-up

No answer at day 3: a text or an email goes out, politely, without you thinking about it.

Conversion to job

Signed? It becomes a job to schedule, with the same lines and the same client.

Clear statuses

Draft, sent, opened, approved, declined, expired. You know where each one stands.

How it goes

In three steps.

  1. 1You pick a template

    The service, the quantities, satellite measuring if needed.

  2. 2The client gets a link

    By text or email. They sign on their phone.

  3. 3Lume follows up or converts

    No answer, it follows up. Signed, it becomes a job.

What it replaces

  • Quotes in Word
  • PDFs sent at night
  • “I’ll get back to you” that never comes

Frequently asked questions

Is the electronic signature valid?

Yes. Name, date, time and document are kept with the quote.

Can I add options?

Yes, optional lines, shown to the client separately with the quote.

What is a quote preset, and what does it contain?

A ready-to-send quote template, in your name: a title, a description, a cover image, your list of services with prices and quantities, an intro text, your terms, and a deposit (fixed or percentage) if you ask for one. When your account is created, Lume suggests starter services for your trade (for residential cleaning: regular cleaning, deep cleaning, move-out cleaning, carpet washing); after that, your presets contain only what you put in them. Lumi only knows your own presets, not a generic catalogue.

How far can I edit a preset?

Fully: title, description, images, services — add, remove, change prices and quantities — intro text, terms, deposit and custom sections, under Quotes → Templates and presets. Quotes already sent don’t change: a preset is a starting point, each quote keeps its own copy. A preset you no longer use is deactivated rather than deleted, to keep history.

See this feature on the Features page →

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