Finance
Quotes
Send quotes and convert them into jobs. Start by go to Estimates and click "New Estimate", select the customer and add line items for parts and labour.
What it does
Quotes lets you create professional, itemised quotes and send them to customers for approval before any work begins. Once a customer accepts, the quote converts to a job in one click, with all line items, parts, and notes carried across. Rejected quotes are tracked so you can follow up or analyse win rates over time.
When to use it
Any business where work scope varies by job and customers expect a written quote before approving spend, particularly for repair assessments, installation projects, or custom service engagements.
Steps
- Go to Estimates and click "New Estimate", select the customer and add line items for parts and labour
- Customise the cover note and any conditions, then send by email or WhatsApp
- The customer receives a branded estimate they can accept or decline with a digital signature
- On acceptance, click "Convert to Job", the estimate details become the job brief automatically
About 5 minutes.
What it solves
Eliminates the informal quote-by-WhatsApp approach where nothing is documented, customers dispute the agreed price, and there is no systematic way to know how many quotes convert to actual jobs.
Why it matters
Professional, trackable quotes improve conversion rates, protect against scope disputes, and give owners visibility of their quote pipeline and win rate, crucial metrics for revenue forecasting.
Last updated 2026-09-05.