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Create and send a quote

Write a price for the customer, send it and turn it into a job when they accept.

  1. Open Quotes.
  2. Enter the customer, their email, the service and the final price. Add a customer note if you like.
  3. Tap Save quote.
  4. Tap Send to customer, or Copy link to send it yourself.
  5. When the customer accepts, tap Create job on the saved quote.

Tip: Got the request in a message? Paste it into Customer request and tap Fill details. Sending quotes needs Pro; on Free you can save them and use PDF / Print.

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Create and send a quote

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Create and send a quote | EverittOS Help & Guides