Build a quote from catalog or custom line items, set tax and a payment policy, then propose job dates. Customers can review the itemized quote, accept it, reject it, or request changes from the connected app.
- Can I add custom line items?
- Yes. Add items from the service catalog or create custom line items with a description and price in the same quote.
- What payment policies are available?
- Three options: Deposit Required (collect a percentage upfront, remainder after completion), Full Upfront (100% payment before work begins), or Pay After Completion (no payment until the job is done). Each service template can have a default, which you can override per quote.
- What happens when I send a quote?
- The customer can receive a new-quote notification and review the full quote in the app. They can accept it and continue to payment when required, reject it, or request changes. A change request returns the quote to the business for revision.