Quotes
Price the work, send it, and turn a yes into a job.
- Create a quotePrice the work line by line from your price list, with notes and an expiry date.
- Draft a quote with AIDescribe the job, or say it, add photos if they help, and get a draft priced from your price list.
- Options and optional linesOffer Good, Better and Best versions of the work, and extras the customer ticks on or off.
- Send a quoteEmail the quote with a link the customer can accept from, or mark it sent.
- What your customer sees, and accepting onlineThe quote link your customer opens, and how they accept, decline or ask a question.
- Answer customer questions on a quoteReply to a question from the quote link, in the same thread.
- Turn a quote into a jobRecord a yes by hand if needed, then make the job with the quoted lines carried across.
- Suggested repliesLet the assistant draft a reply to a customer's question, then check it and send it yourself.