Quotebird Help

How local rules work

Quotebird adds the notices, cancellation forms and limits the law asks for where the job is, without extra work for you.

Consumer law differs from place to place: cancellation rights, deposit limits, notices in a certain size or colour, licence numbers on the contract. Quotebird keeps track of them so you don’t have to.

What Quotebird does for you

  • Prints the notices. The cancellation notice, its form, and other texts the law asks for go on the quote by themselves, worded as the law words them.
  • Applies the limits. Where the law caps deposits, the deposit is lowered for you. See Deposit limits.
  • Holds payments where the law forbids taking money while the customer can still cancel. See The right to cancel.
  • Prints your licence number where the law wants it. See Licence numbers and other details.
  • Warns you about anything it can’t fill in itself, under Before you send. See Before you send.

Which rules apply

Three things decide it:

  1. Where the job is: the quote’s job address, else the customer’s address, else your own.
  2. Who the customer is: a person (consumer) or a business. Most of these rules protect consumers only. See Add a customer.
  3. Your trade, and sometimes the kind of job, like home improvement or auto repair.

Sometimes Quotebird needs one more fact, like who got in touch first. The quote then asks one question. See Questions about the job.

Places Quotebird doesn’t fully cover yet

Where a place’s law asks for a text Quotebird doesn’t print yet, Before you send says Some texts aren’t printed yet. You can add that text or PDF once, in Your notices, and it prints on every quote there.

Quotebird’s texts come from official government sources and are checked against them. They’re a convenience, not legal advice: you’re responsible for your own legal obligations. If you’re unsure, ask your trade association or a lawyer.

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