Build and send a quote

Start a quote

1. Open Quotes from the sidebar and choose New quote.
2. Pick the customer and the property.
3. Pick a Service template if the work is one of your services. Its lines and prices fill in for you.
4. Choose Create quote. The quote opens, ready to adjust.

Add the work

Each line is a piece of work with a description, quantity and unit price. Choose Add line item for another line, fill it in and choose Add item to keep it.

Tick Optional add-on on a line to offer it as an extra the customer can choose when they approve, such as an aeration or gutter cleaning. Those lines sit under Optional add-ons.

Offer good, better and best

Choose Add option to give the customer a second or third version of the job, for example basic, standard and premium. Each option has its own name, lines and total, and the customer picks one when they approve.

Ask for a deposit

Under the totals, Booking deposit can ask for a percent or a fixed amount. Once you have connected Stripe, customers pay it by card when they approve.

Send it and get it approved

1. Choose Send to customer. The customer gets an email with a link to the quote.
2. They open it, pick an option and add-ons, type their name and approve.
3. You get the approval on the quote and in your notifications. From there, turn it into a job and schedule it.