Quotations

Create and send professional quotes to your clients before converting them to works.

Creating a Quotation

1. Go to Quotations → + New Quotation
2. Select a Contact
3. Add line items (service name, quantity, unit price)
4. Add any notes or terms
5. Click Save or Send to email it directly to the client

Quotation Statuses

Status	Meaning
Draft	Not yet sent to client
Sent	Emailed to client, awaiting response
Accepted	Client approved — ready to convert to work
Rejected	Client declined

Converting to a Work

Once a quote is accepted:

1. Open the quotation
2. Click Convert to Work
3. Assign a technician, date, and time
4. Save — the work is created with all quote details carried over

Tips

• Add your company logo in Settings → Company to make quotes look professional
• Use the Notes field for special instructions or terms