Step 1: Open the enquiry
Open Jobs and tapclick the enquiry on the board. Under it, it says Send the quote.
Good to know: No enquiry yet? Log the call first, or open Quotes and tapclick New quote: it puts the enquiry on the board for you.
What this is
A quote is the price you offer for a job. You write it from the enquiry on the board, and your customer gets it by email with a link to accept it online.
A quote is a fixed price: accepted, the job is charged that price. An estimate is a guide to the cost: accepted, the job stays charged by the hour.
Sending it moves the job to Quote sent. When they accept, it moves to Won by itself, and you are told.
Step 2: TapClick Send the quote
At the top of the job’s page, tapclick the big Send the quote button. Its quote opens, ready to write.On the right of the job’s page, tapclick the big Send the quote button. Its quote opens, ready to write.
Look forthe Send the quote buttonGood to know: Sent a quote some other way? TapClick the three dots beside the button, then I’ve sent the quote.
Step 3: A quote or an estimate
TapClick A quote for a fixed price, or An estimate for a guide to the cost of a job charged by the hour.
Look forthe A quote choice
Step 4: Add what you will do
Under What it is for, put each thing on its own line, with how many and the price. Start typing and your price list offers its items. A labour line takes your rate for the level you choose.
Good to know: TapClick Put on a kit to add a whole set of lines at once, like a bathroom refit. Tick My prices include GST if the prices you type have GST in them already.
Step 5: Give them options (if you like)
TapClick Offer options to let them choose between two or three, like a standard clean and a deep clean. Name each one, then choose on each line which option it is in.
Look forthe Offer options buttonGood to know: Tick An extra they can tick on anything they can add if they want it, like a heated towel rail.
Step 6: A deposit, and when you can start
Under A deposit when they accept, type a share of the price, like 25. Add up to four weeks they can choose to start, and anything the price does not cover under Not included, one thing a line.
Look forthe A deposit when they accept boxGood to know: The deposit invoice goes to them the moment they accept, and it comes off the final invoice.
Step 7: TapClick Send by email
TapClick Send by email, check the address, tick anyone to copy it to, then tapclick Send it. The job moves to Quote sent.
Look forthe Send by email buttonGood to know: What it makes, under the lines, is your margin, for you only. If it is less than you want, the window says so before the quote goes.
