Open Quotes and tap New quote. Along the top of the quote there are three steps:
- The job: who it's for and what the work is.
- The price: the lines, choices, optional extras, any discount, and the totals.
- The terms: what you call it, whether line prices show, a deposit or stages, payment terms, the dates, photos, documents, the footer and your own notes.
A step that has what it needs gets a tick: The job once there's a customer, The price once a line has a price, and The terms once you've looked at it. If a line on The price can't be saved as it is, that step shows ! until it's fixed.
You don't have to go in order. Tap any step to open it, or use Back and Next at the bottom. Nothing you type is lost when you move between them.
What your customer sees
On a computer, click the Preview strip down the right-hand edge and the quote your customer will get opens beside the steps. It stays open as you move between them, and the icon at the top folds it away again. Change a price and it changes on the page; switch the quote to an estimate and the heading changes. Above it, it says whose copy it is, like What Ada sees. See See the quote your customer gets while you build it.
Margin Calculator
If you're allowed to see job costs, The price has a dark Margin Calculator bar under the totals. Tap it to open it: put in what the job costs you, pick the margin you want, and it gives you the price and the profit, with Use this price to put it on the quote. Your customer never sees it. See Work out the price from your costs.
Saving and sending
At the bottom, on every step:
- Save draft keeps the quote without sending anything. On a quote you've saved before it says Save.
- Send saves the quote, raises a job for it, or keeps it on the job it came from, and opens the email so you can send it. It's what used to be called Save & + Job. Nothing goes until you press send in the email.
On a computer, Send is on every step on purpose. If you've typed one line and a price, you can send it from there.
If something's missing, Send stops and takes you to it. With no customer picked it opens The job and asks who the quote is for. With nothing priced it opens The price and says so. Nothing is saved or sent while it's stopped, and the message goes as soon as you've put it right.
Opening a quote you've already saved
A saved quote opens on the document. Tap Edit and it opens on The price, because that's usually what you've come back to change.
On a phone
The steps sit under the title as Job, Price and Terms. The bar at the bottom shows the total including VAT, Save, and Next, which becomes Send on the last step. The bin to delete a draft is at the top, beside the eye.