Send a quote

A quote lets a customer see the price and approve the work before you schedule it.

Steps

1. Go to Quotes and choose New quote, or open an incoming request from your queue.
2. Pick the customer (or add a new one).
3. Add line items for the work. Set any of them as optional if you want the customer to be able to accept or decline extras.
4. Review the total.
5. Send the quote.

What the customer sees

The customer gets a link to a clean, branded quote they can review on any device. They can approve it (and accept or decline any optional items) or reply with questions. When they approve, it comes back to you ready to schedule and invoice.