Build and send a quote
Updated August 9, 2026 · 2 walkthroughs
A quote is built from your catalog rather than typed from scratch, so pricing stays consistent across everyone who writes one.
Build a quote
0:28On a computer
- Quotes live here
- The Quotes list: stats bar, search, status filter and the quote table
- Start a quote from the office — no job needed
- The empty builder: Catalog on the left, Customer Information centre, Quote Summary right
- Who it's for
- "Robert Callahan" standing in the Name field
- Search your catalog for what the job needs
- The catalog filtered to 2 items — the two XR16 units
- Add the equipment
- The line item lands; the quote saves itself as Edit Quote Q-000004 — 1 item, Gold total $4,938.91, and Quote Summary now lists Silver / Gold / Platinum
- Then the materials
- The catalog filtered to 1 item — Generic FLEX-R6-8
- Pricing runs itself as you add
- A second line item; the sub-line reads 2 items · Gold total $5,136.19 and all three tier totals step up
- Silver / Gold / Platinum build themselves from your multipliers
- Preview what the customer will get
- The quote detail view: Q-000004, draft, Customer, Line Items, Pricing Tiers and Delivery
Recorded August 2026
Start from a template
Templates are pre-built line-item sets for work you quote often. They are a starting point, not a lock — edit any line after applying one.
Catalog lines and labour
Labour entered on the quote takes precedence over the service type's default duration. If you price two hours of labour, the resulting job is a two-hour job — the quote is the more specific statement.
Optional add-ons
Mark a line as optional and the customer can accept the quote with or without it. It is the difference between quoting one price and quoting a good/better pair without writing two documents.
Tax-exempt customers
Exemption is a property of the customer, so it follows them onto every quote and invoice rather than needing to be remembered each time.
Sending it
Send a quote
0:13On a computer
- Send it to the customer
- The "Send Quote by Email" dialog opens — PDF attached, secure share link included
- Where it goes
- The customer's address standing in the Recipient email field
- Confirm and send
- The share URL is on the page, SENT Aug 8 2026 9:24 AM, CHANNEL Email — and the button has relabelled to Copy Share Link
- Day 3, 7 and 14 nudges schedule themselves; they cancel when the customer replies
Recorded August 2026
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