Everything you need to price a job and send a quote. This doesn’t cover changing rates or settings — if a rate looks wrong, tell your ClearPath admin.

1 Start every quote here

Along the top: Quote no. and Date fill in automatically. Choose your name in Operator (this records who quoted), then type the Customer name and Job reference.

2 Price an own-fleet job

1. Vehicle — pick the van doing the job (sets the price per mile).
2. Driver arrangement — how the driver is paid (affects office figures, not the customer price).
3. Distance — type the From and To postcodes and click Get miles, or type the miles yourself.
4. Return trip is ticked by default (both ways). Untick for one-way. Add waiting and extra drops if any.

The customer price shows on the right, always ex VAT. Any fuel surcharge is added automatically as its own line.

3 Price a subcontractor job

Click the Subcontractor job tab, type what the subbie is charging us, check the target GP %, and the customer price appears (margin added, rounded up to the nearest £1).

4 Charges & extras

Tick any that apply (Congestion Charge, ULEZ, tolls). If you used the postcode lookup and it’s a London job, the relevant ones are ticked for you. Use the Additional charge box for one-offs like a tail-lift.

5 Save the quote

Click Save quote to register — it’s logged centrally in one click. Set your name as Operator first. Save every quote you give.

6 Find & update an old quote

1. Click Search register.
2. Type the customer name (or quote no./reference) to filter.
3. Click the quote to load it back — all details return.
4. Change what’s needed and Save quote to register again to log an updated version (same quote number).

7 Send it to the customer

Print customer quote (PDF) then choose “Save as PDF” to email or print — it’s branded with no internal figures. Or Copy quote text and paste into your email.

Start fresh: click New quote between customers.

Quick help