Build a quote
Line items, prices from your list, VAT, deposits, and what the customer will see.
Written 30 September 2026
What is said in this recording
A quote is a priced list of what you will do. The customer gets their own page for it, can accept it there, and the job and invoice are built from it afterwards — so the effort you put in here is not repeated later.
Step by step
- 1
Go to Quotes and press New quote.
- 2
Choose the customer.
If any details the quote needs are missing, you are asked for them here rather than being sent off to the customer record.
- 3
Choose where the work happens, if you are offered the choice.
At the customer's address, at your own premises, by telephone or online. A phone or video appointment needs nobody to travel, so it is left out of routing and travel times entirely.
- 4
Give the work a title.
This names the job the quote becomes, so make it something you would recognise on a list.
- 5
Add your line items.
Use “Add from price list…” to pull in something you already sell, or type a one-off line. Each line has a quantity, a price, and optionally what it costs you.
- 6
Check the VAT rate.
It defaults to your business rate. Change it on the quote if this particular job is different.
- 7
Set a deposit, if you want one to hold the booking.
A percentage of the total. The customer pays it on their own page and the slot is held once it clears.
- 8
Set how it gets booked.
Either the customer picks a time from your calendar, or you have already agreed a time with them and you set it here.
- 9
Press Create quote.
Worth knowing
Picking from the price list does not add VAT twice
Your price list stores the price before VAT. If you type prices with VAT included, the dropdown shows you the full price and the line box holds the same number. If it ever looks like it has jumped 20%, check the “prices include VAT” setting rather than re-typing the price.
Costs are what make the profit reports work
The margin figures come off the line items, never off the invoice total. A line with no cost on it is counted as unknown rather than free, and the reports print how much of the work they can actually speak for.
Quoting somebody out of area warns you
If the customer is beyond the service radius you set, you are told before the quote is created and have to confirm. Only ever for work somebody drives to.