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Quotes & Estimates

Creating, sending and winning quotes

  • Letting customers see quotes and estimates online
  • Requiring a signature when customer accepts a quote
  • Calculate labour costs
  • Saving prices to your price list
  • Calculate material costs
  • Creating a quote or estimate
  • Showing/hiding materials & labour costs
  • Converting quotes to invoices
  • Changing the look of your quotes
  • Sending a quote
  • Uploading accreditation logos to your paperwork
  • Customer comments and accepting quotes
  • Adding a discount

Categories

  • FAQ
  • Quotes & Estimates
  • Jobs
  • Invoices
  • Manage your Team
  • Settings
  • Auto-messages
  • Take online payments
  • Connect to QuickBooks
  • Connect to Xero
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