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Guide

Quotes & estimates

Two tools for pricing work before it's booked.
Quotes (marketplace)

  1. Customers request a quote from your public page or search.
  2. You'll find requests under Bookings → Quotes tab (and get notified).
  3. Respond with a price and message before the request expires.
  4. If the customer accepts, it becomes a booking automatically.

Estimates (your own paperwork)

  1. Estimates tile → "New estimate": line items, tax rate, terms, validity date.
  2. Send it — the customer gets a link where they can sign by typing their name.
  3. A signed estimate is automatically converted into a job in your Job Log (no manual step).

Tip: answer quote requests quickly — pending ones expire, and response time affects whether customers pick you.

Test A.TeamJuly 22, 20262 views
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