Quotes let you give a price for work before you commit to scheduling it. When the client accepts, you can convert the quote to a job in one click.
Drafting a quote
- Quotes → New quote.
- Pick or create the client.
- Add line items: description, quantity, unit price.
- Add notes (validity period, terms, scope).
- Save as draft, or Send to email it directly to the client.
Tracking status
A quote is in one of these states: Draft, Sent, Accepted, Declined, or Expired. Clients can accept online via the link in the email; you can also mark accepted manually after a phone call.
Converting to a job
Open an accepted quote and click Convert to job. The line items become the service, and you pick a date and tech. The quote stays linked to the resulting job for reference.