Jobs that need a price sit in the quote stages: Quote requested, then Quoted once you've sent a number, then Won or Lost.
Add your quote
- Open the job and use Add your quote (or Add quote).
- Enter line items, or a single quote amount, and an optional quote note.
- Save. The job gets the next quote number from your numbering in Settings (for example Q-1001).
If the job came from a site survey, Create quote from survey starts the quote from what was measured.
Send it
- Press Send quote. You'll see the message, recipients and the quote PDF before anything goes out.
- Send. Replies go to your business email, not to the app.
When sending email isn't switched on for your account, the app opens your own email app with the message ready instead, and asks whether you sent it (I sent it myself). Either way the job records that the quote went out.
Screenshot to come: Send quote screen
You can Send quote again or Change quote later. Quotes stay valid for the number of days set in Settings.
Won or lost
- Mark won moves the job to Won, ready to schedule.
- Mark lost closes it. Lost jobs leave your active lists but stay searchable.
- Print companies on the app can award or decline a quote themselves; you'll see the result on the job.
On the board
In Jobs → Board, drag a card from Quote requested or Quoted to Won to mark it won (you'll be asked to confirm), or to the Lost zone.
Who sees quotes
Owners and office see quote amounts. Crew never see prices anywhere in the app.