Accepting a Quote Online
What your customer sees when they open a quote’s link, and what happens when they accept or decline it.
Read article: Accepting a Quote OnlineQuotes help
Help for Quotes in Work Planner.
Articles
Quote-to-Job Conversion Choices
How the separate-job and combined-job confirmation choices change the jobs created from a quote.
Read article: Quote-to-Job Conversion ChoicesImage Viewer Popup
How the quote image viewer popup works and when to use it instead of relying on thumbnails.
Read article: Image Viewer PopupQuick-Process Popup
How the quote quick-process popup works when you need to send, confirm, or decline a quote without opening the full detail view.
Read article: Quick-Process PopupConfirming a Quote
How quote confirmation works, including customer creation or matching, job creation, status changes, and linked records.
Read article: Confirming a QuoteSubmitting a Quote
How Send Quote works: pricing each service, sending the quote by email or text with a link to accept it online, and what changes once it is sent.
Read article: Submitting a QuoteQuote Images
How quote images are uploaded, reviewed, deleted, and copied into jobs after confirmation.
Read article: Quote ImagesQuote Scheduling
How due dates and recurring schedule fields work on quotes and what carries through when the quote becomes a job.
Read article: Quote SchedulingQuote Service Pricing
How service pricing works on quotes, including fixed pricing, hourly pricing, and how totals feed into confirmation.
Read article: Quote Service PricingQuote Detail View
How the quote detail view is organised, including actions, tabs, services, pricing, images, and related jobs.
Read article: Quote Detail ViewEditing a Quote
How quote editing works, including status limits, service changes, schedule changes, and image management.
Read article: Editing a QuoteCreating a Quote
How to create a manual quote, including services, pricing, address details, scheduling, and images.
Read article: Creating a QuoteQuotes List
How to search, filter, open, and create quotes from the Quotes list.
Read article: Quotes List