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November 10, 2021 - Update Released

Create and manage quotes (estimates), Customers can approve or deny with a click, When quote is approved, it automatically turns into a job

Adam Beech avatar
Written by Adam Beech
Updated over a year ago

QUOTES πŸ‘ ARE πŸ‘ HERE πŸ‘

Quotes

  • Create a quote using the quick add button at top of dashboard
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    Quick add button showing quote selected

  • Easily add services, products and/or bundles to a quote

  • Duplicate a quote with one click
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    red arrow pointing to duplicate quote icon


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  • You can add an optional title to the quote that will appear in quick lists and become the job title when quote is approved


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    red arrow pointing to title on quote


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  • Body of water can be selected on a quote for extremely accurate tracking


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    red arrow pointing to body of water menu


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  • Labels can be added to each line item to clearly show customers which items are important and which are simply recommended


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  • Email quote with a click and see when customer has viewed it similar to invoices
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    showing quote has been sent and customer viewed it multiple times


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  • Customers can approve or deny it with a click
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    Approve and Deny buttons


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  • When a quote is approved by you or the customer, it turns into a job automatically just like jobs turn into invoices automatically when they are closed.


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    animation showing a quote being approved and becoming a job automatically

  • Manage quotes for any customer or property in the new "QUOTES" sections


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    Quotes history section


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  • View statuses of all quotes on a company level in the reports section. Click a category to view the full list.


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    Quotes statuses as displayed in reports section


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