Create a quote on site
By the end of this article you’ll have given a customer a priced offer from your phone — a quote they can accept by email, or sign on your screen — without booking anything yet.
A quote is a price; nothing goes on the schedule until the customer says yes. If they’re ready to book right now, see Create a job directly (no quote) — it’s the same screen with a different ending.
Create the quote
- On Work, tap the + button, then New quote. The screen is titled New Quote and shows Step 1 of 7 at the top.
- Customer — search by name or phone and tap the match. Not in your company’s book yet? Tap New customer and add them right there. Without signal the list says Offline — limited to recent customers.
- Service address — the customer’s primary address is pre-selected; tap another if the work is somewhere else. Change customer takes you back a step and keeps everything else you’ve entered.
- Vehicle — pick the car. If it isn’t listed, tap Add vehicle by VIN to add it without leaving the quote.
- Work — tap Add service, find the service in the picker (grouped by your company’s categories, with a search box) and tap it. Repeat for each service; an add-on shows an Add-on badge. Each line is priced for the vehicle you picked; under the list you’ll see subtotal, tax and Estimate … — the office confirms the final total. The trash icon removes a line. A quote needs at least one service — until it has one, the screen says Add at least one service — a quote has to have a price.
- What is this? — leave Quote it selected. Book it turns the same answers into a job instead.
- Expiry — switch on This price expires if the offer should lapse. The date starts two weeks out; tap it to change it. Off, the quote stays open until the customer answers or the office closes it.
- Note for the customer — anything they should know about the price. The customer reads this on the quote you send them, so write it to them.
- Tap Create Quote.
The quote opens, saved on your phone; it uploads automatically when you have signal. Its price is Estimated from this device’s price list. The office confirms the final price. — the quote number and the office’s prices arrive on the next sync.
Send it, or hand it over
On the quote, tap Send to customer. This emails the customer a link to approve or decline the quote, and the quote moves from Draft to Sent. Offline, it reads Queued — it will send when you have signal. until it goes out; then you’ll see Sent with the date.
You don’t have to send it. If the customer is standing next to you, have them sign on your phone — see Have the customer sign a quote on your phone. A customer with no email address on file still gets a quote marked Sent, but nothing is emailed — tell them the price yourself or have them sign.
Find it again
- On Find, type the customer’s name or the quote number; quotes have their own group in the results.
- On Work, the Outstanding figure on Today’s numbers lists every unanswered quote, oldest first, each with a Resend quote button that emails the link again (needs signal; not offered once the quote has expired).
Good to know
- Packages can’t go on a quote — only services. Pick a package and switch to Quote it, and the screen tells you it’s set aside; switch back to Book it and it returns.
- If New quote isn’t offered when you tap +, your role can’t create quotes — ask the office.
- A customer with no saved address can’t be quoted until they have one — the screen says This customer has no saved addresses. Adding an address to an existing customer is an office job; ask them to add it.
- If the office rejects the quote when it syncs — a service that no longer exists, say — it disappears from your phone and the sync bar shows a badge with changes to review. Tap it to read why.
- Back moves you a step back and keeps everything. Cancel, on the first step, asks Discard what you entered? first.