How to create and send a quote

Start a new quote

1. 1
   Go to Quotes and tap the purple + (New quote).
2. 2
   Pick the customer — search your list or add a new one on the spot.
3. 3
   Type a Quote name (e.g. Kitchen renovation — powerpoints + downlights). Customers see this as the headline.
4. 4
   Tap Create quote. The quote builder opens.

Add your lines

Prefer to talk it through? Tap Write this quote with AI (or Add lines with AI once you have lines), describe the job, and robot drafts the lines priced from your Pricing Library. Check them before you send.

1. 1
   Open Line items.
2. 2
   Tap Pricing Library (or Library on a phone) to pick items you’ve already priced.
3. 3
   Tap + New line for a one-off item, then fill in the name, description, Qty and Unit price.
4. 4
   Tick This is labour on labour lines so they’re tracked as labour.

Group lines into sections

Sections break a job into parts — Rough-in, Fit-off, Materials — each with its own subtotal.

1. 1
   Tap + New section at the bottom of Line items and name it.
2. 2
   Add lines inside it with + New line or Pricing Library.
3. 3
   Drag lines to reorder them. Collapse a section to tidy up while you work.

Check it before it goes

1. 1
   Tap Next steps at the top of the builder.
2. 2
   Tap Preview quote to see exactly what your customer will see.
3. 3
   Tap Download PDF if you want the same PDF your customer gets.

Send it by email or SMS

1. 1
   Tap Next steps → Send to customer (or Send at the bottom on your phone).
2. 2
   Tick Email, SMS or both. Check the recipient and message.
3. 3
   Leave Attach PDF copy to the email ticked if you want the PDF attached.
4. 4
   Tap Send now.