How to create a quote with line items in JobSheet
Steps
- Open Quotes from the sidebar or More menu on mobile.
- Choose New quote (or add from a customer profile if you start there).
- Enter a title, select the customer, and set site address (optional — where the work will happen; copied to the job sheet when you confirm the quote).
- Under Line items, choose Add blank line or From price book (when your workspace has saved items). There is no empty row until you pick one — then fill in description, quantity, and unit price in the Unit (£) column (ex-VAT or inc-VAT depending on your workspace VAT setting).
- Set status to draft while editing, or sent when the customer has the figures.
- Save the quote. Open it again from the quotes list to edit lines or status.
Quote notes
On the quote detail screen, add notes with optional @mentions and reminder dates, the same as on customers and job sheets. Use notes for internal follow-up before the job sheet exists.
Tips
- Use From price book for common parts and labour; use Add blank line for one-off items.
- Accepted quotes can be confirmed into a job sheet (see next guide).
- Email the customer an HTML summary when customer notifications are on, or use Print / PDF for a file.