Mobile crane quotation software in the UK

Prepare a mobile crane hire quotation with clear descriptions, quantities, charging periods and tax choices. UpRate Quotes are BETA and require Sales Manager access plus the company sales-document feature. Known dates can be recorded while unknown dates remain To be confirmed. Review the saved preview before sharing or converting the offer.

Free CRM for 1 user with Sales Manager: customers, enquiries, quotes and hire contracts. Larger teams use paid capacity; scheduling, timesheets and invoicing are optional modules. No credit card needed to create your account.

UpRate Sales Manager customer records with hire contracts grouped under each customer — Sales Manager groups hire contracts under customer records. Static product screenshot.

Built around the hire desk.

Describe proposed charges

Prepare Quote lines for customer review rather than treating an offer as an accounting invoice.

Keep uncertainty explicit

Unknown Quote dates can remain to be confirmed instead of becoming placeholder bookings.

Review conversion separately

A converted Quote creates a separate draft requiring review; it does not book the crane.

Wider UK customer experience.

Read the full customer stories

Alan McCaig, Hire Desk Manager — **Alan McCaig**Hire Desk ManagerForsyth of Denny · Scotland

UK: prepare a clear quotation before the customer commits

Illustrative workflow: The customer needs proposed crane hire prices while the start is still to be confirmed.

Confirm the source
Use the intended saved contract or eligible unlinked enquiry. Quotes are BETA and require company availability.
Review the offer
Check descriptions, quantities, rates, charging periods, tax and the customer reference. Leave unknown Quote dates to be confirmed.
Preview the document
Wait for saving and inspect every preview page. Acceptance or conversion does not automatically allocate resources.

Choose the workflow you need.

Start with Sales Manager. Add the modules and capacity your hire desk needs.

Sales Manager: Browse customers and contracts with search, filters and tables, alongside enquiries and quotes. Where enabled, add dated records and follow-ups.

Free CRM for 1 user. No credit card needed to create your account.

Questions before you start.

Which product availability should I check?

Quotes are BETA and depend on Sales Manager access and the company sales-document feature. A Quote offers prices for review. Creating, sharing, accepting or converting one is separate from resource allocation and accounting invoices.

Does sales work allocate resources?

No. Enquiries, quotes, follow-ups and Sales Calendar are separate from Resource Manager assignments. Check the relevant company features and use Resource Manager for plant and labour allocation.

Does accepting or converting a crane Quote book resources?

What do United Kingdom, Britain, GB and broad UK compass searches mean?

The United Kingdom, or UK, includes England, Northern Ireland, Scotland and Wales. Great Britain, also called Britain or GB, includes England, Scotland and Wales and excludes Northern Ireland. North UK does not mean North England. For a north, south, east or west UK/Britain request, identify the home nation and actual site; use its relevant audience page without treating compass words as administrative boundaries.

Can this workflow look up coverage from a full postcode?

No postcode lookup or exhaustive coverage matching is provided here. The official postal geography sources explain why postcode and administrative boundaries can differ. Use the actual site address and full postcode as a starting point for the responsible person’s check.

Prepare and convert Quotes (BETA)

A Quote is an offer for review. Check the customer, intended enquiry or contract, item descriptions, quantities, Cost (£), Charging Period and each line’s Tax choice. Your Ref is separate from a contract purchase-order number. Avoid placeholder dates when the requested attendance is still unknown.

The actual Quote preview uses its saved details. A company template preview uses sample data. Review every page, terms, totals, photographs and wording before sharing. Sending or copying a share link locks that version; use the document’s new-version action for amendments.

Conversion creates a separate draft from selected Quote lines. Review the resulting document type, new number, selected items and totals before sending. Neither Quote acceptance nor conversion allocates plant or labour, creates an accounting invoice or records payment.

The United Kingdom, or UK, includes England, Northern Ireland, Scotland and Wales. Great Britain, also called Britain or GB, includes England, Scotland and Wales and excludes Northern Ireland.

A postcode area, a postcode district and a full unit postcode describe different levels of postal geography. Use the actual site address and full postcode when known; a broad prefix is not enough to establish the site authority or operating arrangements. Postal and administrative boundaries can differ, so check the current official geographic reference and the responsible authority rather than assuming a region name settles the job.

Your next job.
A little simpler.

Free CRM for 1 user with Sales Manager. No credit card needed to create your account.