Short Description Quotes are used before work starts. They help you prepare a clear estimate with client details, planned tasks, materials, and the total expected cost. Each quote separates tasks and materials, so the scope is easier to review. Material items can also be linked to a task when that connection helps explain the estimate. Use quotes when you need structure before execution, especially for renovation jobs, repair work, or client approval discussions. Quick Guide 1. Go to Quotes. 2. Select New Quote. 3. Enter quote title and client name. 4. Open the quote. 5. Add tasks with descriptions and prices. 6. Add materials with quantity and price. 7. Review the estimate total. Practical Use Case A contractor prepares a bathroom renovation quote with demolition, plumbing, tiling, and fixture materials. The estimate total updates as tasks and materials are added. Pro Tip Write task descriptions in plain job language. It helps the client understand what is included and reduces misunderstandings later.
Quotes
Quote Management
Prepare estimates with tasks, materials, client details, and live totals.