Quotes

Build a quote from the same operational data you already use for services, pricing, and customer records so the office does not have to start from a blank document each time.

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  Customer

  Select an existing customer or create a new one from the quote screen so contact details, service history, and follow-up context stay connected.

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  Line Items

  Add services, quantities, unit prices, optional discounts, taxes, and service-specific notes so the quote reflects the actual scope instead of a generic price line.

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  Discounts & Fees

  Apply percentage or fixed discounts, add fees, and keep the final number aligned with your pricing policy before anything is sent.

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  Expiration

  Set an expiration date and approval window so the team knows when to follow up, refresh pricing, or close out a stale opportunity.

Quotes are meant to be worked, not just sent once and forgotten. Track the customer response path and keep the office aligned on what needs action next.

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  Send by Email

  Send a branded quote email with your logo, contact details, and the same quote language your team expects customers to approve against.

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  Shareable Link

  Copy a secure quote link for SMS, chat, or manual follow-up when email is not the fastest path to a decision.

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  Status Tracking

  See when a quote is viewed, accepted, declined, or still waiting so follow-up effort is driven by real status instead of guesswork.

Use deposits to turn approval into commitment. Accepted quotes can move directly into payment and then into the next operational workflow.

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  Deposit Amount

  Set a flat or percentage deposit to reserve the booking and filter out low-intent approvals that never become real work.

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  Payment Method

  Accept card payments via Stripe so the customer can approve and pay from the same quote flow instead of switching channels.

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  Convert to Invoice

  Convert accepted quotes to invoices and carry over deposit payments automatically so billing starts from the approved scope, not a second manual rebuild.