How quoting works
The Quote Calculator builds quotes from categories and line items. Categories group related items, for example Materials or Labour, and each line item carries a quantity and price. Totals and GST are calculated as you type.
Your categories are reusable. Once you have set up the pricing you use every week, common quotes come together in a couple of clicks rather than from a blank page.
Build and send a quote
The client receives a professional quote carrying your logo and business details. You will see when it is accepted.
- 1.Open the Quote Calculator.
- 2.Pick the client, or create a new one without leaving the page.
- 3.Add categories and line items, and adjust quantities and prices.
- 4.Review the totals, then send the quote to the client by email.
When a quote is accepted
An accepted quote converts into a job with one action, and the line items carry across. From there you can invoice the full amount or part of it, for example a deposit, and the invoice starts from the quoted items rather than a retype. Nothing gets entered twice.
Finding quotes later
Quote Search lets you find any historical quote by client, amount or content. Presets store whole quote structures you reuse often, such as a standard install.
Read next
Invoices and getting paid
Create invoices from accepted quotes, track what you are owed, and record payments with automatic receipts.
More in Quoting & invoicing
How jobs, quotes and invoices are numbered
Choose linked numbers, where a job, its quotes and its invoices share one number, or separate numbers that each count on their own.
Approving quotes and invoices before they are sent
Have an owner check the quotes and invoices your team makes before they reach the customer, every one or only those over an amount.
Payment terms
Set when invoices fall due: a default for the business, terms by client type, and terms for a single client.
Variations: pricing a change and getting it approved
Price a change to a quote your customer has accepted, have them approve and sign it before the work, and the job’s contract keeps up.
Estimating: costs, markup and margin behind your quotes
Cost every line of a quote, price it with a markup, see your margin before it goes out, and turn the accepted quote into the job’s budget.
Progress claims: claiming a job in stages, with retention
Set up a job’s claims by stage or by percent complete, make each claim as an ordinary invoice with its claim table, and hold and release retention.
Purchase orders: ordering from suppliers and matching their bills
Order materials for a job, approve big orders, record deliveries as they arrive and check each supplier bill against what was ordered and received.
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