Create and send quotes in just a few steps. Use client details, add line items and download the quote as a PDF or Word document to share with your clients instantly. Once quotes are sold, they can be converted into jobs.
Note: quotes can only be created and exported via desktop.
On desktop
Head to the Quotes tab.
Click Create new quote and select the client and the site.
A quote will be created.
You can add a job description and upload images/documents in the Job Summary & Images section.
List services with quantities and unit prices in the Services section - totals are calculated automatically.
You have the option to specify visit frequency and include terms and conditions.
Export the quote as a PDF or Word document using the Download button at the top right.
