Quotes
Send professional quotes, track customer decisions, and secure jobs with deposits.
Create Quotes
Add customer info, services, and pricing to generate a quote in minutes.
- •Customer
Select an existing customer or create a new one from the quote screen.
- •Line Items
Add services, quantities, unit prices, optional discounts, and taxes.
- •Discounts & Fees
Apply percentage or fixed discounts and add fees when needed.
- •Expiration
Set an expiration date so customers act before the quote goes stale.
Send & Track
Share quotes instantly and monitor status changes.
- •Send by Email
Send a branded quote email with your logo and contact info.
- •Shareable Link
Copy a secure quote link to share via SMS or chat.
- •Status Tracking
See when a quote is Viewed, Accepted, or Declined in real time.
Collect Deposits
Secure the job by collecting a deposit when the quote is accepted.
- •Deposit Amount
Set a flat or percentage deposit to reserve the booking.
- •Payment Method
Accept card payments via Stripe to lock in serious customers.
- •Convert to Invoice
Convert accepted quotes to invoices and carry over payments automatically.