Frequently asked questions

Answers to common questions about guided intake, job scopes, BOQs, workflow control, customer offers, data, and modular adoption.

Getting started

A customer comes in through your website, a link you send them, or you paste an existing enquiry in yourself. Iskal starts a smart chat, asks the right trade-specific questions, and collects photos and documents if needed. The job lands in your dashboard already organised, with a draft quote ready to check. No chasing, no phone tag before you can start pricing.

Yes. You get 10 free quotes with no credit card needed. Run it across some real jobs and see if it works for you. After your 10 you’ll need to sign up to a plan to keep going.

Most people are ready within a day. Sign up, add your basic details, and start sending job request links straight away.

Not usually. If you want a button or link on your own website, you might need a hand with that part. The system itself is straightforward — sign up and start using it.

Our team works with you directly. We walk you through getting started and stay available as you get going.

Taking job requests

Three ways. Through a button on your website, a direct link you send by email, WhatsApp, or SMS, or you paste an existing enquiry into the dashboard yourself — handy if the job came in by phone, email, or from a marketplace listing.

Yes. Copy the job listing, paste it into Iskal, and it reads the details and builds a draft quote from it. A professional offer can be in the customer’s inbox within minutes — without starting from scratch or switching between systems.

The questions are specific to your trade — so you’re getting the information you actually need to price the job, not generic questions that don’t apply. Customers can also upload photos, plans, or documents during the chat. Different subscription plans allow more control over how the questions work.

It takes everything the customer submitted, turns it into a clear job summary, then puts together a first draft quote — products, labour, extras — for you to review and adjust. It does the time-consuming first pass so you don’t start from scratch on every job.

Yes, sometimes. The AI does the first pass but it’s not perfect. You always check the draft before anything goes to the customer. Think of it as a solid starting point, not a finished quote.

Quoting and pricing

BOQ stands for Bill of Quantities. It’s your internal costing sheet — products, labour hours, and costs laid out so you can see exactly what a job will cost you before deciding what to charge. The customer never sees it.

Yes. You can swap products, adjust quantities, change labour hours, and update costs before anything is sent. The draft is a starting point — you have full control before it goes anywhere.

Yes. Every line in the quote can be written in or overwritten with whatever you actually use. Iskal never forces you to choose a particular product or supplier. If your regular supplier isn’t in the system yet, let us know — we’re always happy to consider adding them.

Yes. Extra items, upgrades, or additional work can be added at any point before the quote goes out.

No. It puts together a draft based on the job, but you review everything and decide what to send. You’re always in control of the final price.

The customer offer

No. Your internal costing sheet stays private. Iskal generates a separate customer offer from your BOQ, and you decide exactly what appears on it.

Every line item in your BOQ has two simple controls. The first lets you choose whether to show that item individually or bundle it into a broader group — so instead of listing five separate labour lines, you could show one line that just says “Installation.” The second lets you choose whether to show the price for that item or leave it out. You can mix and match — show everything itemised, show a clean package summary, or anything in between. The customer only ever sees what you decide to show them.

No. Once you’re happy with it, the offer goes straight from the platform to the customer’s inbox. You don’t need to copy anything across or send it separately.

After the quote is sent

Not always. Customers can ask questions directly through the platform, and Iskal handles the routine ones — what’s included, how the pricing works, what the products are. You can step in whenever you want, but the back-and-forth doesn’t have to land on you every time.

Yes. You can jump into any conversation at any time. The AI handles routine questions, but you always have the final say.

Yes. Iskal carries the job from first enquiry through to quote and invoice, so you don’t have to start again in a different system when it’s time to bill.

Your team and jobs

Yes. Your whole team can log in and work across the same jobs. You control who sees what — pricing, customer messages, job notes — based on their role.

Yes. Jobs can stay internal or be passed to subbies, installers, or partner companies — however you want to work.

Yes. Your internal costs and margins stay within your account. You decide who on your team can see what.

General

Yes. Heat pumps are just one example. Any trade or service business that spends time gathering job details before quoting can use Iskal.

Quite possibly. We’re always open to adding suppliers who are a good fit for the platform. If you’d like your supplier considered, let us know and we’ll take a look. The more trades and suppliers represented, the more useful the system becomes for everyone.

Yes. Iskal sits alongside your existing tools rather than replacing them. Some people use it just for taking enquiries and quoting and keep everything else the same.

No. It cuts down the admin so your team can focus on work that actually needs a person. Someone still checks everything before it goes out.