Creating and sending a quote

There are two ways to create a quote:

From the + button

1. Tap + in the tab bar → New Quote
2. Pick a customer
3. Add line items (services or custom items)
4. Set an expiry date
5. Add terms and notes (optional)
6. Tap Send Quote to send it immediately, or Save as Draft to send later

From a job

When creating a new job, tap Send as Quote instead of "Confirm Job." This creates both a job and a linked quote, and sends the quote to your customer.

When you send a quote, your customer gets an SMS with a link to view it on your branded portal.