Send a quote
Build a quote with parts, labour, and a call-out fee, then send it to your customer by email. They get a link they can open on any phone — no login — and accept with one tap. Acceptance via the link is binding.
Build the quote
- Click + New Quote in the sidebar.
- Give it a Quote heading — what this quote is for (e.g. “Full service + front brakes”). It prints at the top of the PDF and the customer page.
- Pick the client and vehicle. New customer? Use New Customer right from the dropdown — it also handles business fleets.
- Valid until pre-fills from your settings (default 14 days). You can change it per quote.
Parts, labour, call-out
- Parts — search your Service Catalog or type free-text. Picking a service can suggest its usual parts automatically.
- Labour — search by labour code or description, or fill it in manually. The Job heading (e.g. “Replace front brake pads”) prints bold on the quote, with your work description in smaller text underneath.
- Call-out fee — pre-filled on a new quote from your pricing settings (paid tiers, with auto-fill on). Edit or remove it per quote.
Quotation terms: set your quotation T&Cs once under Settings → Business & Billing → Terms & Conditions. They print at the bottom of every quote, and the text is frozen onto the quote at the moment you send it — later edits only affect future quotes.
Send it
- Save the quote, then click Send on the quote page.
- Your customer gets an email with the link (and the PDF attached on PRO and up).
- The status moves from Draft to Sent. Labour lines you typed are captured into your catalog for next time.
What happens next
- Sent → Accepted when the customer taps Accept (you get a notification dot on Quotes), or Rejected.
- A sent quote past its valid-until date flips to Expired automatically — prices are protected after expiry.
- Customer agreed in person instead? You can convert without waiting for the link — see Convert a quote to an invoice.