Quotes & projects
Quotes
Build, version, send and track quotes.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
When you price a job.
Step by step
- 1
Click New quote or start From a template….
- 2
Build lines with Section and Line; set the Discount, Payment plan and Terms.
- 3
Click Save & send; the customer sees it in the chat and on their page, and accepts it.
- 4
After changes, click Send new version; earlier versions are kept.
Common mistakes
- Record a paper acceptance with Accept (signed on paper) so the project is created.