How do I create a quote?

You can create a new quote from the Quotes section in your account. Just select Create quote (blue button at top right of page), enter the job details and add any items or services you'd like to include.

Can I duplicate or copy a previous quote?

No, at this time quotes can't be duplicated. You can create a quote template, you'll need to enter the details manually. Once you save the template you'll be able to use them for your common jobs/services.

Can I add my company logo or branding to quotes?

Absolutely. You can upload your company logo and business details under Business Settings > Branding so they appear on all quotes you send.

Can I attach photos, documents or notes to quotes?

Yes. When creating or editing a quote, you'll have the option to upload photos, attach documents or add notes.

Can I add taxes, fees or discounts to quotes?

Yes. You can include taxes, service fees, or discounts directly in the quote. Just add them when building your "Line Items" and "Line Item Subtotals" so they're reflected in the total.

How do I preview a quote before I send it?

From the quote screen, select Preview as customer (at the bottom of the page) to see exactly how it will look to your customer before sending.

Can I send a quote directly to a customer from the system?

Yes. Once your quote is ready, you can send it to a recipient via text or email by selecting Save and send invoice.

How do I edit or update an existing quote?

Open the quote you'd like to change and select Edit quote. Make your updates, then save and the new version will be ready to share.

Can I convert a quote into a work order or invoice?

Yes. Once a customer accepts a quote, you can convert it directly into a work order or invoice so you don't have to re-enter the details.

How do I track whether a customer has viewed or accepted a quote?

Once a customer clicks on the link sent via email/text for the quote a time stamp will appear in the quote. When a customer makes a decision on the quote, you will get a notification regarding the status.

Can customers approve quotes electronically?

Yes, customers can approve quotes electronically at this time. You'll also have the option of requiring an E-Signature as part of the approval process.

How do I withdraw or cancel a quote?

Open the quote you'd like to cancel and select More > Delete quote or Mark quote as > Rejected.

Can I report on or export my quotes for record-keeping?

Yes. You can run reports on your quotes and export them to Excel or PDF for record-keeping. Go to Quotes and select Export.

Can I save or reuse standard pricing items in future quotes?

Yes. You can create and save standard items or services under Pricebooks so they're easy to add to future quotes.

Can I set up a quote template for common jobs?

Yes. You can build templates with pre-filled services, pricing and terms to quickly create quotes for common jobs. Under Quotes > Quote templates > My Customers > Create templates.

Is there a way to apply different pricing for specific customers or jobs?

Yes. You can set custom pricing or adjust line items as needed for individual customers or specific jobs. We recommend creating specific templates or Pricebooks.

Can I add terms and conditions to a quote?

Yes. You can include an optional disclaimer or terms and conditions directly in the quote so customers see them before accepting.