Guide
Quotes & estimates
Two tools for pricing work before it's booked.
Quotes (marketplace)
- Customers request a quote from your public page or search.
- You'll find requests under Bookings → Quotes tab (and get notified).
- Respond with a price and message before the request expires.
- If the customer accepts, it becomes a booking automatically.
Estimates (your own paperwork)
- Estimates tile → "New estimate": line items, tax rate, terms, validity date.
- Send it — the customer gets a link where they can sign by typing their name.
- 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
0 Comments
0 Comments
No comments yet. Be the first to reply!