Quotations

Everything on the quote screen, and what each part is for.

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Tap a number to find it on the screen.

Changing an address changes it everywhere Editing the customer or job site address on one quote updates every other quote on the same job.

Build out the solution one task at a time, straight from the catalogue.

Tap the blue +

1. Tap the blue + at the bottom right of the quote.
2. Find the task in the catalogue, by category or by searching for it.
3. Add it to the quote.
4. Keep going until the quote covers the whole job.

New to the catalogue? The Catalogue module covers the kinds of task template and how to shape each one to the job.

Adjust the whole quote in one go instead of repricing each task on its own, using the price and labour adjustments and the credit option.

1. Tap the price at the bottom right of the quote.
2. Choose Price or Labour.
3. Drag the slider, or type in the amount you want to adjust by.
4. To take an amount off as a credit instead, use the credit adjustment.
5. Check the breakdown to see how the change lands on materials, labour and profit.

You can use both. Change a task's labour hours, then adjust the final price of the quote on top of that.

Draft quotes only The quote has to be in Draft to adjust its price. Profit only shows in the breakdown for manager users.

Quoting several tasks in the same visit? This is where you bring the doubled-up set-up time back into line, as covered in what the catalogue is. To change a single task instead, see how to adjust the price of a task.

Add notes for your customer to read with their quote, or notes just for you and your team. The same screen also lets you switch between your company's labour rates.

1. Open your draft quote.
2. Tap the action menu.
3. Select Details/Notes.
4. Switch labour rate if this job needs a different one.
5. Type your notes for the customer, or for you and your team.

Changing the labour rate reprices the quote Switching to a different labour rate immediately updates the price of the quote and every task on it.

Check which notes you are writing in Customer notes go out with the quote. Team notes are only for you and your team, so keep anything internal in there.

Take a task out of the price while keeping it in front of your customer, bring it back later, or remove it altogether if it went on by mistake.

1. Tap the task code on the quote screen to open the task quick menu.
2. Tap Select/Deselect to move the task out of the quote, or back into it.
3. Or tap Delete to take the task off the quote completely.

The same options are in the task action menu inside each task, covered in how to use the task action menu. The quick menu just saves opening the task.

Set the options for your quote, pick the PDF template, and preview the email or SMS before it goes to your customer.

1. Open the action menu.
2. Tap Send Quote.
3. Choose Email or SMS.
4. Check the settings for this quote, including which PDF template it uses.
5. If your business has signing switched on, sign the quote before it can be sent.
6. Preview the message, edit anything you want to change, then send it.

You can also ask for a deposit from the Send Quote screen, so your customer pays it when they accept online. See how to require a deposit.

If an email does not arrive Emails that fail to deliver show up in Healthcheck on the quote screen, so check there before chasing the customer.

Your customer's signature is what officially makes the sale. The same screen lets you ask for an initial payment when they accept.

1. Tap the pulsing green button at the bottom right of the screen.
2. Check the tasks are right.
3. Set anything you need under Options.
4. Check your customer's email address is right before anything goes out.
5. Choose any of the extras below that apply to this job.
6. Tap Sign to collect your customer's signature.

Ask for money up front when your customer accepts, whether they sign in front of you or accept online after you send the quote. In the app it is called an initial payment.

When accepting When sending

Switch on Initial Payment Required and check the amount before you collect your customer's signature.

Once your follow-up schedule is set in your configuration, follow-ups go out on every quote you send. You can stop them for a single quote as you send it.

1. Open the action menu and tap Send Quote.
2. Switch Don't Send Follow-Ups on to stop follow-ups for this quote.

The switch works in reverse Switching Don't Send Follow-Ups on is what stops them. Leave it off and your follow-ups go out on your usual schedule.

The Add Hot Lead switch just below it lets you set a Hot Lead as you send. See how to add a Hot Lead.