1
Open Quotes
From the main menu, tap Quotes, then tap New Quote.
2
Select a client
Choose a client from your client list. If the client doesn’t exist yet, add them first from the Clients section — you’ll need their name and email address at minimum.
3
Add line items
Add each service or item. See Line items for detail on how to structure them.
4
Set tax, terms, and payment schedule
Optionally apply a tax rate, choose your contract terms (standard or enhanced), and set up a payment schedule if you want a deposit or multiple payments instead of one invoice.
5
Choose an acceptance flow
Select what happens when the client signs: the field service flow (Quote → Job → Invoice), the professional services flow (Quote → Invoice immediately), or manual (nothing happens automatically — you create the job and invoice yourself). You can change this before sending. See Acceptance flow for detail on all three.
6
Save or send
Tap Save Draft to save without sending, or go to the draft quote and tap Send Quote when ready. The client receives an email with a link to review and sign.
Quote statuses
Editing a quote
Draft quotes are fully editable — all fields, line items, and pricing can be changed freely before sending. Sent quotes can be edited by the owner. If a client requests changes before signing, open the quote and make the update. The edit is applied silently — no new email is sent to the client unless you tap Resend. This lets you adjust scope or pricing in response to client feedback before they sign. Accepted quotes are permanently frozen. Once a client signs, no edits are possible by anyone. See Locked terms.Notes
Two note fields are available on a quote:- Owner notes — visible only to you. Use these for job context, internal reminders, or anything your client shouldn’t see.
- Team notes — visible to team members assigned to the job. Use these for access instructions, site details, or anything the crew needs to know.