Table of Contents
Quoting in the Jobber app
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You can create a quote in the Jobber app from two different areas:
- Quick create menu
- Client page
Here we'll walk you through how to create a quote in the app and what actions you can take on these quotes once they're made.
Quick create menu
Tap onto the + at the bottom right of your screen, then select Quote.
Client page
Search for your client by first tapping on the Search icon at the bottom of your screen. Type their name into the search bar and select the client to access their page. If you need to create a new client, tap the green + button to enter in their details.
On the client's profile, tap on the Quotes tab. Then click New Quote.
Creating the quote
The first thing you will need to do on a quote is select the client that it's for.
If you've created the quote from the client's profile, they will already be selected for you. However if you are creating the quote from the quick create menu you will need to pick a client. Tap the green plus sign to select an existing client or add a new one. You will see the clients scheduled for today as options, but you can also use the search bar to pull up any client in your Jobber account.
Next, you can add a job description for the job that is being outlined in this quote. If you have custom fields on the quote level, you will see them under the heading for Additional information.
To add products or service into the quote, tap Add Line Item.
You will be prompted to search your existing line items to select one. If you type in a line item that's not a default, users can add it to the quote by clicking New Line Item and they will be able to enter the line item details such as item type, name, description, unit cost, and tax exempt status on the next screen. Admin users will have the option to add the new line item to their default products and services list.
After you've selected the line items for the quote you can add a discount, tax rate, required deposit, and a client message.
Actions on quotes
To send a quote to your client, save the quote, then tap Send Text Message:
This will bring up a preview of the text you're about to send to your client, it will be addressed to the phone number on file that was selected as the primary email with the star icon and is also text message enabled. You can change the number this text is going to by clicking the "x" on the number and typing in a new one.
If your client prefers to receive the quote via email, you can send it that way by clicking the More Actions button and selecting Email.
You will still have the opportunity to preview the quote and edit the email address. By default, the email address will be the primary email address for that client but you can also add another recipient, add a CC, and send yourself a copy.
After you send the quote to your client the status will change to Awaiting Response. To re-send a copy of the quote to your client or convert the quote to a job click onto the More Actions button.
To approve the quote in person tap More Actions > Approve Quote. This will bring up a signature screen where the Client can sign to approve the quote.
If you don't require a signature just tap Skip Signature at the bottom of the screen.
If you have a required deposit added to the quote you will be able to record the deposit payment once the signature has been captured or skipped.
For accounts using Jobber Payments, the default payment method will be credit card and you can charge on the spot or choose Cash, Check, or Other as alternative payment methods. Once the deposit payment has been saved it will be recorded back on the main quote.
