Quotes
Build, send, follow up, and turn extra work into change orders.
Turn a job description into a quoteHow to describe a job so you get a sharp first draft — and how to shape the line items and pricing into a quote you're proud to send.What your customer sees on a quoteA walk through the quote from your customer's side — so you know exactly what lands when you hit send.Edit line items & adjust pricingChange any price, quantity, or description on a quote — and add lines for anything the draft missed. The total keeps up as you go.Send a quote by text or emailThe ways to get a finished quote in front of a customer — and which one tends to get seen fastest.Understand quote statusesWhat Draft, Sent, Viewed, Accepted, and Declined mean — so you always know where a job stands without chasing.Follow up on a quote without lifting a fingerLever nudges customers who haven't responded, so quotes don't go cold while you're on the job.Create a change order for extra workWhen a job grows, add the extra work as a change order — so the customer approves it and you get paid for it, cleanly.
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