Quotes & Estimates

Quote it. Win it. Convert it to a job. One tool, no retyping.

Where to Find It

The START tab — where you create new quotes, jobs, and invoices.

Creating a Quote

1. Tap + New Quote
2. Pick a customer (or add a new one)
3. Add line items — description, quantity, unit price. Tax calculates automatically.
4. Add notes — anything specific the customer should see (warranty terms, scope, exclusions)
5. Tap Save

Sending a Quote

Open the quote. Tap Send. Choose:

• Email — sends a PDF attachment
• SMS — sends a link the customer taps to view (mobile only)
• Share Link — copy a link to text, message, or paste anywhere

The customer sees a clean, branded document — your logo, your colors, your terms.

Converting a Quote to a Job

When the customer says yes:

1. Open the quote
2. Tap Convert to Job
3. Set the scheduled date and time
4. Tap Schedule

The line items, customer, and notes carry over to the new job. No retyping. The original quote stays in your records.

Quote Status

Every quote shows its current state — whether it's still a draft, pending with the customer, or already moved forward. Status updates automatically as the quote progresses.

Tips

• Add a clear scope description in notes — "Includes labor, materials, and disposal. Excludes permit fees." — to prevent disputes
• Set quote validity (e.g., "Valid for 30 days") in the notes if pricing depends on material costs