Billing & Quotes
How to Create a Quote
quotes estimates billing
How to Create a Quote
When to use this guide
Use this guide to send quotes or estimates to customers before booking a job.
Prerequisites
- Customer must exist.
- Services must be configured.
Step-by-step
Step 1 — Go to Quotes
- Open Billing.
- Click Quotes.
- Click New Quote.
Step 2 — Select a Customer & Property
Choose:
- Customer
- Property (if multiple exist)
Step 3 — Add Services
Select:
- Service category
- Activities (optional)
- Custom pricing (if needed)
You can add multiple services to the same quote.
Step 4 — Add Notes & Conditions
Include:
- Scope of work
- Access instructions
- Terms & conditions
Step 5 — Save or Send
You can:
- Save Draft
- Send to Customer
Customer will receive:
- Summary
- Pricing
- Approve button
Common mistakes
❌ Quote missing services
- Service category saved without activities.
❌ Customer not receiving the quote
- Wrong email
- Email flagged as spam