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FIELD TO AGREEMENT · UK-FIRST PILOT

Survey the room. Set out the job. Send the quote.

Setout Pro keeps the measured plan, room evidence, reviewed scope and customer decision in one project record — so the work you organise on site can carry into the quote and the job that follows.

No more rebuilding tonight’s quote from disconnected site notes.

No more wondering which version the customer agreed.

4.20 m3.85 m5.10 mKITCHEN18.4 m²UTILITY6.2 m²STORE3.1 m²QUOTATION · VERSION 3Strip out and prepare£1,240.00Plasterboard and skim, 46.2 m²£2,310.00Fit units and worktop£3,180.00Total including VAT£12,480.00Accepted by client
Measured planQuote v3Accepted

01One project recordPlan, scope, decision and work stay related.

02Your judgement stays yoursReview quantities, labour and the customer total.

03Exact-version acceptanceKnow which issued quotation the customer read.

04Field-first by designPhone and tablet flows shaped around the job.

The Fixed Point

The job changes. The source stays connected.

A room becomes scope, scope becomes a quotation, and the agreed quotation becomes work. Setout Pro is built to preserve that chain instead of leaving you to rebuild it between apps.

01 · ROOM

Measured plan

Builder-confirmed wall lengths and named space.

02 · SCOPE

Reviewed work

Scope lines shaped and checked by the firm.

03 · QUOTE

Exact version

One issued customer document, frozen for review.

04 · HANDOVER

Ready for work

Accepted scope available to organise for delivery.

One field-to-agreement workflow

Leave the room with the job already organised.

Rough notes are quick on site, but the office work starts when they have to be translated later. Setout Pro makes that handoff easier by keeping each stage tied to the same job.

  1. 01

    Survey the room

    Draw measured walls and confirm tape or laser lengths, or import an existing plan, image or PDF and calibrate it.

  2. 02

    Review the plan

    Name rooms, place openings and correct saved measurements with the builder's decision kept visible and auditable.

  3. 03

    Keep the site record

    Room names and site notes stay beside the plan. Room-photo evidence appears only where restart-safe capture is available.

  4. 04

    Build the scope

    Review plan quantities and turn the work into structured quote lines instead of trusting an unexplained total.

  5. 05

    Set the price

    Use company labour rates and builder-entered figures, then review the customer total while internal cost stays private.

  6. 06

    Send one exact version

    The customer opens a secure browser link and accepts the specific quotation version that was issued to them.

  7. 07

    Hand over and invoice

    Accepted scope can become assigned work, followed by staged or full invoice records and payments received.

On site

Use the information already in your hand.

Draw walls and enter tape or laser measurements, or bring in an existing plan, image or PDF and calibrate it. Supported capture options appear only when the device capability has been verified.

  • Finger position sets the wall direction; your measurement sets its length.
  • Name rooms, record ceiling heights, openings and plan-attached site notes.
  • Use action-specific offline support where the app explicitly offers it.
  • Keep room evidence beside the job instead of in an unlabelled camera roll.

No more separating the room record from the job. Now the next person can see what the work refers to, not just a line on a spreadsheet.

Explore the room-survey workflow →
Measured plan · builder-confirmed dimensions
4.20 mOffline · queuedDraw itTwo taps place a wall.Type the tape measurement.Import a planPhoto, image or PDF.Calibrate once, then work in mm.Scan the roomDepth capture, where thehardware supports it.LiDAR Pro devices only

Scope and price

Keep your own rates — and your own judgement.

Review plan quantities where they are available, organise the work into sections and quote lines, then decide the figure the customer sees. Unknown material or supplier prices stay unknown rather than being disguised as certainty.

  • Structure the quote around the way your firm explains the job.
  • Keep internal cost and margin away from the customer document.
  • Calculate currency in whole minor units so totals remain consistent.
  • Retain earlier quote versions instead of overwriting the job’s history.

No more formatting a professional quote for an hour. The room and reviewed scope already provide a clearer place to start.

See how reviewed scope becomes a quote →
Reviewed takeoff · builder-controlled customer total
OFF THE PLANWall area46.2 m²Floor area18.4 m²Perimeter17.6 mOpenings3Ceiling height2.40 mYOUR RATESPlaster and skim£50.00 / m²Labour, day rate£280.00Waste and sundries8%Your rate · set 12 Aug 2026Line total£2,310.00

Decision and handover

Know what was agreed before the work begins.

Issue a secure browser link to one fixed quotation version. The customer can review it without installing an app, and the accepted scope can carry forward into assigned work and invoice records.

  • Acceptance records the exact issued version, not whichever draft is newest.
  • Earlier links remain clearly identified rather than silently changing.
  • Divide accepted work into packages for the people who will deliver it.
  • Create staged or full invoice records and record payments received.

No more arguing from two different revisions. The agreed version is part of the job record.

Follow the accepted-work handover →
Customer review · exact quotation version
setoutpro.com/share/…QUOTATION · VERSION 3Kitchen refit, 14 Bramley RoadStrip out and prepare£1,240.00Plasterboard and skim£2,310.00Fit units and worktop£3,180.00Total including VAT£12,480.00Accept quotationAcceptedRecorded against version 3
ACCEPTED WORKKitchen first fix
ROOMKitchen
ASSIGNEEM. Patel
Ready

Product truth

Useful now. Honest about the boundary.

A field tool should tell you what is available on this device and this action. The pilot separates live capability, real limitations and work that is deliberately withheld.

Live

Working today

  • Manual plans with tape-confirmed dimensions

    Draw walls and measurements on the plan, then type the tape or laser reading. Finger position sets direction, not the claimed length.

  • Import and calibrate a drawing

    Bring in an image or PDF of an existing plan, calibrate it from a known distance and retain it as the measured reference.

  • Named rooms, openings and site notes

    Keep the surveyed layout reviewable, including room names, nullable ceiling heights, doors, windows, openings and plan-attached notes.

  • Structured quotation workflow

    Build sections and lines, use reviewed plan takeoff where available, apply builder figures and calculate money in whole minor units.

  • Exact customer review and acceptance

    Issue a fixed quotation version through a secure browser link and record acceptance against that exact version.

  • Accepted work and invoice records

    Create work packages from accepted scope, assign the work, issue staged or full invoices and record payments received.

Limited

A boundary worth knowing

  • Offline support is action-specific

    Supported site changes use durable local queues. Uploads and some commercial actions still need a connection, and the app says so at the point of action.

  • Depth capture is capability-gated

    Depth capture appears only when a verified supported-device capability is available. Manual drawing and plan import remain first-class routes.

  • Prices remain the builder's decision

    Company rates and reviewed figures can inform the quote. Setout Pro does not claim a live supplier feed or choose a merchant basket for the builder.

  • Photographs are evidence, not dimensions

    Room-photo capture depends on restart-safe device storage and upload capability. A normal photograph is never presented as measured geometry.

Not yet

Not implied or sold

  • Dimensions inferred from ordinary photographs

    A photograph without a known reference is not a measured room. Photo analysis remains withheld until real provider output is reviewable and proven.

  • Automatic material and supplier pricing

    Exact material lineage, supplier evidence and complete landed-basket comparison are not yet a live public capability. Unknown prices stay unknown.

  • Online customer payment

    Invoices and received payments can be recorded. Taking a customer's payment inside Setout Pro is not live.

  • Accounting and regulation packs

    Accounting sync and sourced jurisdiction rule packs remain future integrations. The app does not present itself as an accountant or compliance check.

Simple pricing

A real month to use it on real work.

Try the connected workflow for one month free. Then keep the project record moving for £29.99 a month. The pilot is for teams who want to test it on real jobs and tell us where it still gets in their way.

01First month freeEnough time to survey, revise, quote and hear back.

02One monthly priceThe field-to-agreement workflow belongs together.

Built around the real handoff

Make the next job easier to carry from room to quote.

We are inviting UK owner-operators and small residential trade firms into the private pilot. Tell us what you quote, how your team works, and where the current process costs you time.

Start a conversation