Creating a Quote in the Jobber App
You can create a Quote in the Jobber App either through the Quick Create Menu or a Client page.
Quick Create Menu
Tap onto the + at the bottom right of the screen, then select Quote.
To create a quote through a client's page, go to Clients at the bottom of the screen, search for the client by tapping the magnifying glass to run your search, tap their name to access their page. If this is a new client, tap the green + button to create them.
On the client's profile, tap on the Quotes tab. Then click New Quote.
Creating the Quote
Select Services & Products you have within your account by typing into the Line Items text box. If this item doesn't exist yet, you can create them by typing them in here. You can also add any Discounts or Required Deposits, and change the Tax Rate.
Selecting the Details tab will allow you to select the Property that this Quote belongs to. If the Client only has 1 Property it will default to that address. You will also see any Quote Custom Field information under Additional Info.
To email a quote to your Client, save the quote, then tap Email Quote:
This will bring up a preview of the email you're about to send to your Client. Here you can change who this email is addressed to by tapping the green + on the right. You can also add CCs to the email by tapping Add CC email, or send yourself a copy of this email/quote by marking the checkbox beside Send me a copy.
To collect a signature in the app, go into the Quote, and tap Actions > Sign and Approve. This will bring up a signature screen where the Client can sign:
When a quote has been emailed to your client, it changes status to Awaiting Response. To approve, go back to the Actions button and select 'Mark as Approved'. You can also convert this Quote to a Job from this Actions button.
The Jobber Glossary
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