Quotes allow you to send a pricing estimate to a customer before confirming a booking. You can send a quote from within the booking form, and manage all pending quotes from the Quotes tab.
Option 1: Send a Quote While Creating a Booking
Go to the Dashboard or Bookings section
Click Create Booking (via Quick Tools or left sidebar)
Fill in the booking form:
Customer information
Job date, time, address
Services, pricing, and notes
Scroll to the bottom of the form
Instead of clicking Submit Booking, click Send Quote
This sends the quote to the customer via email or SMS (based on your default notification settings). They’ll be able to review the job details and approve it.
Option 2: Manage & Resend Quotes from the Quotes Tab
Go to Bookings > Quotes
You’ll see a list of all quotes
Use the Actions menu (three dots) to:
Resend the quote
Edit quote details
Delete the quote
Option 3: Convert Quote To Booking
Click the three dots to the right of the quote
Scroll to the bottom of the booking form
Click create booking and complete the rest of the booking form
What Happens After You Send a Quote
The customer receives an email with job details and pricing
The customer can book it on their end through the custom quote link or they can reach out to your team and you can convert it to a booking on your end. See option 3 above for instructions.
Once the quote is converted to a booking it will move out of “Quotes” and into the calendar on the view bookings page.