Frequently asked questions

Add your business profile, tax settings, default hourly rate, payment text, and customer document theme. Then add a few price book rows or import a supplier file before quoting.

Use New quote from the main navigation. Enter a job name, describe the work, add the customer, then generate with AI or skip AI and build the quote manually.

Yes. Quotes, jobs, invoices, payments, stock, and reports work without an accounting connection. Connect accounting later when you are ready to sync invoices, payments, bills, and supported item lists.

Add a customer while creating a quote, or open Contacts and create the customer first. Search before adding a new customer so the history stays under one contact.

Open Business Settings, then Team. Invite the person by email, wait for them to accept, then assign their role, trade, rates, and any required permissions.

You describe the job and optionally attach photos, plans, PDFs, or CSVs. AllQuote drafts labour, materials, scope, tax, and totals from your saved rates and price book. Review every line before sending.

The quote engine should price from your configured rates, catalogue, price book, supplier rows, and confirmed costs. Treat generated output as a draft and correct any line that does not match the job.

Yes, on plans that include photo or plan quoting. Attach the files on New quote, describe the job in text, then generate. Keep attachments focused and legible for better results.

Yes. Use Skip AI on New quote to create a manual draft, then add labour, materials, kits, discounts, terms, deposits, and customer-facing options yourself.

Check scope, quantities, labour hours, material costs, margin, tax, deposit, expiry, payment terms, and the customer PDF. Finalise only when the customer version is ready.

A job can be created manually from a quote, or automatically when an accepted quote is linked into the job workflow. The job keeps schedule, crew, costs, documents, invoices, and status together.

Use statuses to reflect the real state of work: quoting, customer reviewing, pending deposit, scheduled, in progress, invoiced, complete. Keep status changes close to the actual work stage.

Open the job and use Work or Money sections for time, materials, stock used, receipts, expenses, quoted-vs-actual, and margin.

Use variations for extra or changed work after the original agreement. A variation creates a separate customer-approved quote and, where needed, its own invoice trail.

Confirm required forms and licences are complete, check actual costs, raise or finalise the invoice, record payment, then mark the job complete when the balance is settled.

Open an accepted quote or job and use the invoice action. Review line items, tax, deposit, payment terms, and customer details before sending.

Set deposit defaults in business quoting settings or adjust them on the quote. The invoice tracks deposit, paid amount, balance, and outstanding total.

If payment collection is connected and enabled for the invoice, the customer can use the secure payment link. You can also record cash, bank transfer, cheque, card, or other manual payments.

No. Tap to Pay depends on supported mobile hardware, OS version, and payment-provider setup. If it is unavailable, use the online link or record a manual payment.

When accounting is connected, supported invoice and payment records can sync to the active accounting package. Payments recorded directly in the accounting package can also reconcile back where supported.

Use the Jobs calendar for date-based planning, or open the job and update schedule and crew. Business Planner gives a daily allocation view for crew and equipment.

Business Planner is the dispatch board for allocating crew and equipment to the day's jobs. Use the snapshot or calendar view to manage assignments.

Crew map shows opted-in crew locations, active job sites, stale markers, and dispatch context. Location sharing is controlled by each worker and the business settings available to that plan.

Recurring jobs create scheduled visits according to the recurrence rules. They appear in calendar, jobs, and planning views as concrete visits when due.

Use the dispatch and crew map tools to find nearby available crew and send pings where enabled. Confirm the job details and assignment before work starts.

Use Stock to add an item manually, or add from a price book row so the SKU, barcode, supplier, cost, and sell price stay linked.

Scanning receives, transfers, or uses stock depending on the selected mode. Using stock on a job books the material against that job's costs.

AllQuote keeps operational quantities. Accounting packages usually receive the money records and supported item lists, not every scan-out quantity movement.

Where enabled, the Reece maX integration can connect a Reece account, sync account pricing, search products, read branch quotes and invoices, and support order checks or purchasing flows.

Create or open a purchase order, review quantities, supplier, prices, delivery or pickup details, then use the supplier-specific preview, check, or submit actions where available.

No. AllQuote is a record-keeping and workflow tool. Your business remains responsible for legal, licensing, safety, and regulator requirements.

Use Licences and the compliance register to record licence numbers, expiry dates, workers, and evidence. Keep documents current before assigning regulated work.

Use Forms and Compliance to create or complete the required job forms, SWMS, JSA, checklists, and certificates. Store completed records against the job where possible.

Compliance gates can warn or block a step until required forms, licences, or checks are complete, depending on the feature setting and enforcement mode.

Where a form, certificate, audit pack, or PDF export exists, use the page action to download the customer, job, or business record for filing.

AllQuote includes connection paths for Xero, MYOB, and QuickBooks where configured. Availability depends on your plan, provider setup, and connected permissions.

A business can keep multiple connections where supported, but one active target is used for normal pushes. Check Business Settings, Connections for the active provider.

Supported records can include customers, invoices, payments, supplier bills, credits, and item lists. Operational stock scan quantities and some provider-specific records stay in AllQuote.

Connect the correct organisation, confirm the active provider, and avoid enabling duplicate supplier invoice flows if the supplier already posts directly to accounting.

Review the error on the relevant invoice, bill, connection, or integration page. Correct the mapping, permission, or provider issue, then retry the sync.

Use Billing from the account menu on the website. Native app stores may restrict purchase management, so subscription actions are handled on the web.

Feature access can depend on plan, business feature settings, role permissions, subscription state, or provider setup. The Billing and Business Settings pages show most access causes.

Yes. Use Billing to review available plans and change the subscription where the billing provider is active. Changes follow the billing provider's proration and timing rules.

Use Billing and the relevant usage screens to review available AI, SMS, or scan allowances where your plan exposes them.

Billing changes are owner-level actions. Team members may see billing information only if their role and business permissions allow it.

The mobile app is for field workflows such as job access, photos, scanning, forms, location-aware timesheets, notifications, and payment actions where supported.

Yes. Camera access is used for job photos, photo-to-quote attachments, barcode scanning, receipts, and other upload flows. Browser and device permissions still apply.

Location sharing is opt-in and can be controlled by the worker. It supports crew map, dispatch, on-site context, and timesheet suggestions where enabled.

App Lock adds a PIN or biometric privacy gate inside the native app. It is separate from your AllQuote account password and can be managed in Settings.

Some pages can show offline status and preserve local navigation, but server-backed records still need connectivity to sync reliably. Reconnect before relying on final job, invoice, or payment state.

Access is controlled by business membership, role permissions, feature settings, and team scoping. Users should only be invited into businesses where they need access.

Use a strong password, enable two-factor authentication where available, keep staff roles narrow, remove old members, and use App Lock on shared or field devices.

Yes. Use Settings, Delete account, or the public delete-account page. Deletion is permanent once confirmed, so export anything you need first.

Customer data is used to operate quotes, jobs, invoices, bookings, messages, payments, reporting, and connected services you enable. See the Privacy Policy for the full policy wording.

Email support with the affected account, business, page, and a short description. Do not send passwords, full card details, or unnecessary customer files by email.