How to create a quote with line items in JobSheet

Steps

1. Open Quotes from the sidebar or More menu on mobile.
2. Choose + Quote (or add from a customer profile if you start there).
3. Enter a title and select the customer.
4. Add line items: description, quantity, and unit price in GBP.
5. Set status to draft while editing, or sent when the customer has the figures.
6. Save the quote. Open it again from the quotes list to edit lines or status.

Tips

• Accepted quotes can be confirmed into a job sheet (see next guide).
• JobSheet does not email PDF quotes in the current release. Send the figures the way you already do with your customer.

Related guides

• Confirm a quote and create a job sheet
• Quotes & invoices feature guide