Create a Quote
Build a quote with products, pricing, and terms.
Overview
A great quote is:
- Clear on scope
- Easy to approve
- Consistent (templates, products, terms)
- Easy to convert into a job
Step-by-step
- Click + (New).
- Choose New Quote.
- Select the contact.
- Choose the Job Category.
- Add products / line items.
- Confirm totals, tax, and any discounts.
- Attach files if required.
- Save.
Adding line items (best practice)
When adding products/services:
- Use consistent naming (so reporting stays clean).
- Include quantity and units (where supported).
- Add notes per line item for clarity.
Terms and conditions
Ensure your quote includes:
- Payment terms
- Validity period
- Warranty/guarantee (if relevant)
- Variations/change policy
Tips
- Standardise product naming and units for consistent reporting.
- Use templates to standardise wording.
Troubleshooting
Totals look wrong
- Check tax settings.
- Confirm discount type (percentage vs fixed) if available.
- Confirm line item quantities.