Tutorial

Create a quote

Start a customer quote, describe the work, review the draft, and 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

Describe the work, add or pick the customer, and confirm the site address. Use the manual path if you want to build the line items yourself.

Step 3

Check the scope, labour, materials, quantities, sell prices, margin, tax, deposit, and any flagged estimate lines 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.