Step by step
- Open the job.
- In Charges & approval, under Quotes, click + New quote.
- Build and send the quote (see “Create a quote”).
- Back on the job, the quote is listed with its status (draft, sent, accepted, rejected…). Click it to open it.
Works together with
- Create a quoteStart a new draft quote for a company, with a title and optional notes for the customer, then add the lines.
- 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.
- Charges & approval on a jobSee what the job will bill before you invoice it: call-out, labour, travel, mileage, parts and access, what is covered by a contract or a free callback, the client's cost limit and quotes.