Help Centre>Sales & Invoicing>Send a quote and convert it to a job
Send a quote and convert it to a job
Updated 2026-10-10
Professional quotes in minutes — and no re-typing when they're accepted.
1. Build the quote
Start from a template or a previous job. Pull in products, labour rates and parts from your price list — margins are calculated as you go.
2. Send it for approval
Customers receive a branded quote they can view, question and approve online. You're notified the moment they open it.
3. Convert with one click
An accepted quote becomes a scheduled job with all the details, parts and pricing intact. Nothing is re-keyed, nothing is lost.
See it running on your own workflows
Book a short demo and we'll walk you through this exact flow with your kind of jobs.
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