One-click repeat invoices for recurring work
Most maintenance jobs barely change between visits. The boiler service is the same boiler service, the gutter clean is the same gutter clean. TailoredQuote's Repeat button duplicates any past quote with a fresh reference and today's date — no re-typing, no re-pricing, no AI run. One click and you're ready to send.
The problem repeat invoices solve
If you do recurring work — landlord boiler services, annual gas safety checks, monthly garden maintenance, quarterly office cleaning — re-typing the quote every time wastes 10–15 minutes per invoice. Multiply that by 50 customers a year and you've lost a whole working week to admin.
Some quoting tools have "templates" that solve part of the problem but force you to re-pick the customer and re-enter the line items. Repeat invoice does both at once: it duplicates the entire prior quote — customer, scope, total — and gives you a fresh reference and date.
How it works
- Open Saved Quotes
- Find the past quote you want to repeat (search by customer name, reference, or date)
- Click the green Repeat button on the row
- The new invoice is created instantly with a fresh RPT-YYYYMMDD-XXXXX reference
- Edit if needed (change the date, adjust the price, tweak a line item) or send as-is
- Mark as paid when the customer pays
Common use cases
Landlord boiler services
Annual gas safety check, same flat, same boiler, same price. Repeat → done in 30 seconds.
Garden maintenance contracts
Monthly visit to the same garden. Same scope ("mow lawns, hedge trim, weed beds"), same price. Repeat → invoice ready.
Office cleaning
Quarterly deep clean. Same office, same checklist, same total. Repeat → done.
Re-quoting after small changes
Sometimes the customer wants the same scope but you've adjusted your prices for materials inflation. Repeat the old invoice, edit the line items, and send the new version — keeps the visual continuity for the customer.
What carries over from the original
- Customer name + address — exactly as on the original
- Property address reference if set
- All line items — descriptions, details, prices unchanged
- Total price — exactly as the original
- Scope of works text — verbatim copy
- Letterhead — your current active letterhead is applied
What changes
- Reference number — fresh RPT-YYYYMMDD-XXXXX format
- Quote date — set to today
- Paid status — reset to unpaid (you mark paid when payment lands)
- Signed status — reset to none (signed agreements are a one-shot legal record per quote)
Customer record continuity
Both the original and the repeat are linked to the same customer record automatically. The customer's quote history shows every visit chronologically — useful when reviewing the relationship before raising prices, planning future work, or answering "when did I last do this for you?" questions.
Pricing
Repeat invoice is included on every TailoredQuote plan — Essentials and Pro — with no per-quote limits. 14-day free trial.
Frequently asked questions
One click duplicates the past quote — customer, scope, total — with a fresh RPT- reference and today's date. No AI runs.
Yes. Format is RPT-YYYYMMDD-XXXXX. Never collides with original quote refs.
Yes — the new invoice opens in the standard edit view. Change the date, line items, total, or notes.
Yes. Customer history shows every quote with you, dated and totalled.
Both. Unlimited repeat invoices on every plan.
Related
Last reviewed: April 2026
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