Before you send

In the app: a quote → Before you send, at the bottom

Before you send lists what the job’s place asks for that the PDF can’t fill in by itself. Tap a note to open the screen that fixes it. When you tap Send, the confirmation reminds you how many notes there are.

Notes don’t stop you sending. Common ones:

• Add your address, email and phone number: the cancellation notice needs them.
• Add your business address: a UK invoice from a business with a trading name, or one registered for VAT, shows an address where documents can be delivered to you.
• The job is in another state or province, and its tax is still your usual rate. Tax follows where the job is: choose that place’s rate under Tax and the note goes.
• Add start and finish dates, or Add a Valid until date.
• Some texts aren’t printed yet: the place asks for a text Quotebird doesn’t print. Add it in Your notices.
• Licence, insurance or bond details some states want.
• Name these items in French for a Quebec job.
• Tell them they can cancel: where the law wants you to say it out loud before the customer agrees.
• Check your own terms: where your notes or notices might clash with the law’s required wording.
• Use your DLCP-approved contract: a Washington DC home improvement of $300 or more goes as a price only, without the customer’s signature, notices or deposit.

The one that stops a quote

Ontario, British Columbia and Quebec ban selling or renting some equipment at the customer’s home: furnaces, air conditioners, heat pumps, water heaters, water treatment and similar. If you’re an HVAC or plumbing business, the quote asks How did this visit come about?

• Customer called me to buy or rent it: the ban doesn’t apply, and your answer is kept with the time.
• Customer called me for a repair or maintenance or I approached them: the ban applies, and the quote can’t be sent.
• I’m not selling or renting any: for a job that doesn’t, like a tune-up or a repair. The ban doesn’t apply, and Sells or rents heating or water equipment turns to No.

Until it’s answered, the note says Can’t be sold at the home and Send opens the question.