Write a quote yourself

In the app: Quotes tab → New

1. On the Quotes tab, tap New.
2. Choose Quote or Estimate at the top:
   • Quote: a fixed price. The customer pays what it says.
   • Estimate: your best guess. Fill in What the price depends on so the customer knows why the final price may differ.
3. Tap Choose a customer, or New customer to add one.
4. Give the Job a title, like “Boiler replacement”.
5. Add items with Price book or Custom item. See Items, quantities and prices.
6. Check the Tax section. See Taxes on a quote.
7. Tap Preview PDF to see it as your customer will, then Send. See Send a quote.

Your changes save as you go. A draft you leave empty, with no customer, title or items, is removed by itself. To delete a draft, tap the bin at the top.

The job section

• Job address: the customer’s address unless you turn off Same as the customer’s address. The local rules follow this address.
• Trade: starts as your own trade.
• Valid until: 30 days from today unless you change it. Start and Finish dates are optional, though some places want them on the contract; the quote tells you under Before you send.

Notes and photos

• Notes for the customer print on the quote: access, timing, anything they should know.
• Photos you took for the job can go on a last page of the PDF. Turn off Add photos to the PDF to leave them out.
• If your profile has an insurance certificate, Add your insurance certificate attaches it at the end.

Questions about the job

Depending on where the job is, the quote may ask one or two questions, like who got in touch first. Each is one tap. See Questions about the job.