Tutorial

Create a quote

Build a customer quote manually, review the pricing and scope, then send the customer copy.

Steps4

Time5 minutes

Screenshots4

Step 1

Open New quote

From the main navigation, open New quote. Give the job a short name that will make sense in the job and quote lists later.

Step 2

Choose the manual path, describe the work, add or pick the customer, and confirm the site address before adding priced lines.

Step 3

Add and check the scope, labour, materials, quantities, sell prices, margin, tax, deposit, terms, and customer options before finalising.

Step 4

Finalise the quote when the customer copy is ready. Download the PDF, send the quote, or record the customer's response from the quote actions.