Step by step
- The customer opens the quote link.
- They see the quote number (and version if revised), who it is for, the job number if linked, the valid-until date, each line with quantity, price and VAT, and the subtotal, VAT and total.
- Under Your answer they type Your full name and, if they want, a Comment or purchase order number (optional).
- They tick "I can approve this work and the price above for …".
- They tap Accept quote. They see "Thank you. The quote is accepted and the team has been told."
Rules
The tick box is required to accept: "Tick the box to confirm you can approve this work." Declining does not need it.
A quote can be answered once. After that the page shows Accepted (or Declined) and who decided.
Expired quotes cannot be accepted: "This quote has expired. Please contact us for an updated price."
When you revise a quote, the old link says it was "replaced by a newer version". Send the new link.
VAT is only shown if your firm is VAT registered.
What happens next
The quote's status changes to Accepted with the name, time and comment, and the decision is written to the audit log.
If the quote is linked to a job, the quote's subtotal (ex VAT) becomes the job's approved amount and a note is added to the job ("Quote … accepted by …"). The engineer's Cost limit on that job rises to match.
Questions
Does the customer need an account?
No. The link opens that quote only.
Where does the PO number go?
It is saved as the customer's note on the quote, for the office to use on the invoice.
The customer wants changes.
They can decline with a comment, or call you. Revise the quote and send the new version.
Works together with
- Customer declines a quote by linkOn the quote link the customer can decline instead of accepting, with an optional comment. You see it on the quote.
- Customer approval by linkEach sent quote has a private link. The customer opens it, sees the lines and totals, types their name and presses Accept quote or Decline.
- QuotesPrice work before you do it. The customer accepts or declines by a link, or you record their answer. An accepted quote raises the approved amount on its job.
- Create a quoteStart a new draft quote for a company, with a title and optional notes for the customer, then add the lines.
- Warnings on a job: access, cost limit, callback, returnedColoured boxes at the top of a job tell you what to know before you start: access notes, the cost limit, a repeat fault, delivery access, or why the office returned the job.