Tutorial

Overview

• The Quotes tab lists every quote you've created, with search and status filters.
• Each quote card shows the client name, service, total amount, and coloured status pill (Draft, Sent, Accepted, Denied).
• Once a client accepts or denies a quote, it becomes locked and can no longer be edited — only downloaded.

Step by step

1. 1Tap “New quote” in the top-right of the Quotes tab.
2. 2Pick a client from the dropdown, or create one on the fly.
3. 3Pick a service, then fill in the Labor, Fuel/Travel, and Materials sections. Toggle Quick Mode on any section to enter a single total instead of a detailed breakdown.
4. 4Set the profit margin — leave it at 0% to hide the service charge line on itemized PDFs.
5. 5Add notes, conditions, and a closing message if needed.
6. 6Use the sticky summary on the right (or the footer on mobile) to download the General or Itemized PDF.
7. 7Tap “Send for signature” to share the quote by WhatsApp, SMS, or email in the client's language.