Product tour

From job details to payment follow-up

See how Qubic helps service businesses build, share and track quotes and invoices from a phone.

You stay in control: enter or paste the details you choose, or open the permission-based Contact Picker on a supported device. Review the quote in Quote Builder and decide when it is ready to share.

STEP 01

Set up your business

Add the business details, document preferences and payment settings Qubic should use.

Settings

Manage business details, team members, PayFast credentials, referrals, and subscription settings here.

SetupMembersPayFastReferralsSubscription

Business Settings

Save Business Settings

Business Profile+

Branding Asset+

Banking Details+

Defaults−

Quote Number Prefix

ME-

Next Quote Number

Invoice Number Prefix

INV-

Next Invoice Number

Display Preferences+

STEP 02

Start with what you have

Enter or paste client and job details, reuse an existing client, or choose a contact on supported devices.

Contact selection is optional, returns only the contact information you select and depends on browser or device support. Manual entry remains available.

Mokoena Elec. ⌄

Good afternoon

Start a quote

Add the essentials now, then finish the persisted draft in Quote Builder.

Create draft

Who is this quote for?

+27 82 000 0147

South African numbers only for this MVP.

PasteChoose from contacts

Client name

Naledi Dlamini

If blank, Qubic will use Unknown client until you add a name.

Client email (optional)

naledi@example.com

Customer-visible quote item

Replace damaged outdoor light and test the circuit.

Good afternoon

Start a quote

Add the essentials now, then finish the persisted draft in Quote Builder.

Create draft

Who is this quote for?

+27 82 000 0147

South African numbers only for this MVP.

PasteChoose from contacts

Client name

Naledi Dlamini

If blank, Qubic will use Unknown client until you add a name.

Client email (optional)

naledi@example.com

Customer-visible quote item

Replace damaged outdoor light and test the circuit.

Added as an editable, zero-priced line item the customer can see.

Recent clientsNaledi Dlamini · Quote ME-0042

STEP 03

Build the quote

Add the work, set the price and check everything before it goes to the customer.

Mokoena Elec. ⌄

Builder

Build Your Quote

Unsaved Draft

Details

Business

Mokoena Electrical

Client Name

Naledi Dlamini

Client Email

naledi@example.com

Client Phone Number

+27 82 000 0147

The phone number is used to generate WhatsApp-ready public share links.

Line Items

Only rows with a description and quantity above zero count toward preview and public sharing.

Call-out and assessmentQty 1 · Unit flatRate R450 · Total R450

Outdoor light replacementQty 1 · Unit flatRate R1 250 · Total R1 250

Add line itemInclude VAT (15%)

Summary

Valid Items: 2
Subtotal: R1 700
Markup (10%): R125
Discount: -R85
VAT: R261
Total: R2 001
Deposit due (50%): R1 000,50
Balance: R1 000,50

Markup %

Discount %

Deposit %

Save ChangesShare QuoteOpen PreviewExport PDF

Builder

Build Your Quote

Unsaved Draft

Details

Business

Mokoena Electrical

Client Name

Naledi Dlamini

Client Email

naledi@example.com

Client Phone Number

+27 82 000 0147

The phone number is used to generate WhatsApp-ready public share links.

Line Items

Only rows with a description and quantity above zero count toward preview and public sharing.

DescriptionQtyUnitRate (R)Total (R)

Call-out and assessment1flat450450

Outdoor light replacement1flat1 2501 250

Add line itemInclude VAT (15%)

Summary

Valid Items: 2
Subtotal: R1 700
Markup (10%): R125
Discount: -R85
VAT: R261
Total: R2 001
Deposit due (50%): R1 000,50
Balance: R1 000,50

Markup %

Discount %

Deposit %

Save ChangesShare QuoteOpen PreviewExport PDF

STEP 04

Share the customer link

Qubic prepares a WhatsApp or email message, or lets you copy the link. You choose the app and send it.

Mokoena Elec. ⌄

Builder

Build Your Quote

Line Items

Only rows with a description and quantity above zero count toward preview and public sharing.

Call-out and assessmentQty 1Rate R450flat

Add line itemInclude VAT (15%)Collapse Summary⌄

Share sheet

Public quote sharing

Copy a public quote link for your client, send it by email, send it through WhatsApp, or open the internal preview.

ME-0042ZARR1 857,25

Client link

https://app.getqubic.co.za/q/example

Copy link

Email

Open an email draft with the public link.

WhatsApp

Open a WhatsApp-ready link.

Builder

Build Your Quote

Line Items

Only rows with a description and quantity above zero count toward preview and public sharing.

DescriptionQtyRate (R)Unit

Call-out and assessment1450flat

Outdoor light replacement11 250flat

Add line itemInclude VAT (15%)Collapse Summary⌄

Share sheet

Public quote sharing

Copy a public quote link for your client, send it by email, send it through WhatsApp, or open the internal preview.

ME-0042ZARR1 857,25

Client link

https://app.getqubic.co.za/q/example

Copy link

Email

Open an email draft with the public link.

WhatsApp

Open a WhatsApp-ready link.

STEP 05

Let the customer review and respond

Customers can open the quote without an account, review it, export a PDF and use the available response actions.

Mokoena Electrical

+27 11 555 0199

hello@mokoena.example

Company Reg: 2026/000000/07

VAT Reg: 4000000000

Billed To

Naledi Dlamini

+27 82 000 0147

18 Example Street, Johannesburg

Quote Details

Quote ME-0042

Issued 23 July 2026

Valid until 6 August 2026

Call-out and electrical assessment x 1 (R450)R450

Outdoor light replacement x 1 (R1 250)R1 250

Subtotal: R1 700
Discount (5%): -R85
VAT (15%): R242,25
Total: R1 857,25
Deposit due (50%): R928,63
Balance: R928,62

Parts are subject to availability. Work area must be accessible.

Banking Details

Mokoena Electrical · 0000000000

Payment Details

Provider · PayFast

Export PDFApprove QuoteDecline

Valid for 14 days from date of issue.

STEP 06

Invoice and collect

Create an invoice from a quote or from scratch, set a due date and offer PayFast when your merchant account is ready.

Mokoena Electrical

+27 11 555 0199

hello@mokoena.example

Company Reg: 2026/000000/07

VAT Reg: 4000000000

Billed To

Naledi Dlamini

+27 82 000 0147

18 Example Street, Johannesburg

Invoice Details

INV-0031

Issued 23 July 2026

Due by 6 August 2026

Call-out and electrical assessment x 1 (R450)R450

Outdoor light replacement x 1 (R1 250)R1 250

Subtotal: R1 700
Discount (5%): -R85
VAT (15%): R242,25
Total: R1 857,25
Paid from quote: R928,63
Balance due: R928,62

Payment due according to the terms shown above.

Banking Details

Mokoena Electrical · 0000000000

Payment Details

Provider · PayFast

Payment Summary

Awaiting payment confirmation

A payment has been started or is awaiting confirmation.

Balance dueR928,62

StatusAwaiting payment

Pay balanceExport PDF

STEP 07

Record and follow up

Record offline payments and use Activity or prepared reminders to follow up on outstanding amounts.

Mokoena Elec. ⌄

QuotesInvoices

Activity

Quote Activity

Track quote progress from draft to sent, viewed, accepted, rejected, recalled, or closed.

Start a quote

All (4)Draft (1)Sent (1)Viewed (1)Accepted (1)Rejected (0)Recalled (0)Closed (0)

Outstanding paymentsPriority 2

Quotes and invoices that may need payment follow-up.

Invoice INV-0031 · Naledi Dlamini · Awaiting payment · R928,62

QuotesNewest first

ME-0043Naledi DlaminiSentR850

ME-0042Naledi DlaminiAcceptedR1 857,25

QuotesInvoices

Activity

Quote Activity

Track quote progress from draft to sent, viewed, accepted, rejected, recalled, or closed.

Start a quote

All (4)Draft (1)Sent (1)Viewed (1)Accepted (1)Rejected (0)Recalled (0)Closed (0)

Outstanding paymentsPriority 2

Quotes and invoices that may need payment follow-up.

Invoice INV-0031 · Naledi Dlamini · Awaiting payment · R928,62

QuotesNewest first

ME-0043Naledi DlaminiSentR850

ME-0042Naledi DlaminiAcceptedR1 857,25

Quote Details

ME-0042

Export PDFAccepted

Mokoena Electrical

+27 11 555 0199

hello@mokoena.example

Company Reg: 2026/000000/07

VAT Reg: 4000000000

Billed To

Naledi Dlamini

+27 82 000 0147

18 Example Street, Johannesburg

Quote Details

Quote ME-0042

Issued 23 July 2026

Valid until 6 August 2026

Electrical assessment and light replacementR1 857,25

Quote revisions

Revise a recalled or rejected quote without losing earlier versions from its document history.

Customer documents

Customers can open available quote and invoice links without a Qubic account and use the actions shown for that document.

PDF and printing

Quotes and invoices can be previewed, exported as PDFs and printed when a file-based document is useful.

Business identity

Add your logo, business, VAT and banking details, and choose a standard or logo-only document header. Custom brand colours are not currently offered.

Clients and Activity

Use basic customer and document history to revisit status changes and outstanding work. Qubic is not a complete CRM, accounting or bookkeeping system.

More than one business

Create and switch between separate business profiles. Contact Qubic if you need to confirm limits for a particular setup.

Ready to build your first quote?

Start a Launch trial without payment details, or compare the monthly plans.

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