Creating a Quote in the Jobber App Updated September 12, 2022 15:31

Overview

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You can create a quote in the Jobber app from three different areas:

• From a request
• 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.

Creating a quote from a request

If a request has already been made and completed and you'll be moving ahead with sending the client a quote, you can convert the request directly into a quote. 

Start by navigating to the request, then click More Actions.  A menu will appear from the bottom of your screen, click Convert to Quote. 

Converting the request to a quote will open a draft quote with two tabs, info and request. 

• Info: this tab is for building out the quote. Details like the client's name and property address will be filled in based on the request. Next, you'll need to enter the line items for the quote, then any pricing details like if there is a deposit required or a discount being offered. 
• Request: this tab has the details from the original request that you can use as a reference as you build out the quote. This shows questions set up on the request that your client would have filled out, or (if the request was created internally) filled out by your team.

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 services into the quote, tap Add Line Item.

The Add Line Item screen displays 100 line items in the same order that they have been sorted from Jobber Online in Settings > Products and Services. Services appear at the top of the list, with products at the bottom. The search function will pull up all line items, so if a particular item doesn't appear in the list of 100 or you need to find it quickly, typing the item name into search will pull up the line item. 

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To create a new line item, tap Create Line Item to add a new line item to the quote. While creating the new line item, you'll be prompted to enter the line item details such as item type, name, description, unit cost, and tax-exempt status. 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.

Adding text

To add text into the body of your quote, select the option to Add Text.

Adding text is commonly used (but not limited) to:

• Include a description to help your clients chose between optional line items
• Include information such as the scope of work 
• Include details about warranties or terms of service

Adding text adds a line item that only has a title and description, no quantity, unit cost or total.

Optional line items

Optional line items are available on the Grow plan.

Optional line items provide clients with extra products and services they can choose to add onto their quote. Maybe these are items that would complement the items that you're already quoting, or maybe you'd like to offer your client a selection of items. With optional line items, clients can check off which extra products or services they'd like, then approve the quote including those items they added.

To add optional line items in the app, when creating or editing a quote tap the button for Add Optional Line Item. 

You will be able to add items that will be optional for your client. These can be added on to the quote when the client views it in client hub. 

You can choose to 'recommend' an option for optional line items by checking off the box for Recommend option. Recommended options will appear to the client as already selected when they review the quote and are included in the total.

When reviewing a quote from client hub, your client can add these items to the quote by checking them off and then clicking Approve. Additional items selected will be reflected in the quote's subtotal.

Here's what optional line items will look like to your client:

Line item images

Line item images are displayed on quotes in the app if you are on the Grow plan. 

To add an image to a line item, when adding a line item tap the Camera Icon to take a photo using your device's camera or upload an existing photo.

If a line item being added from your products and services list already has an image associated with it, adding the line item to your quote will add the image as well. 

Review and send quote

Once you have finished building out the quote, the next step is to send it to your client for their consideration. But don't worry, you'll still get a chance to preview how the quote will look to your customer first. Tap Review and Send to look the quote over one last time and chose if you want to send this quote by text or email. 

This will bring up a preview of the quote you're about to send to your client so you can see how it will appear in client hub. When viewing the quote in client hub, your client will be able to interact with it. This includes the ability to select optional line items, view line item images, approve the quote, request changes, and pay deposits.

If you need to make any changes to the quote, tap the back arrow icon in the top left corner to exit the Review Quote screen. To move ahead and pick your delivery method, tap Next.

Your delivery options for the quote are to send it by email or by text message. 

 

You can select to send the quote either by text or email. The recipient that is selected by default will be either the client's primary phone number (must also be text message enabled) or their primary (starred) email address. You can change the number this text is going to by clicking Add New Number and typing in a new one, then deselecting the already selected number. 

Both emails and text messages are based on the templates that you have set up from Settings > Templates in Jobber Online. However, if you need to add in any extra information that's unique to this quote, the email or text can be edited before sending it to the client. The link in the text message to view the quote in client hub cannot be edited or removed.

For emails, you can also choose to add an email address or to send yourself a copy, which is sent as a BCC.

If you are sending the quote by email and you would like to add additional attachments to the email, tap Add Attachments to upload files from your device. By default, the quote PDF is not included as an attachment but if you would like to send it along with the email, in the Add attachments screen check the box for the quote PDF to send it as an attachment. 

Note: There is a 10MB size limit for attachments sent by email. 

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 click the Review and Send button again. 

You'll know the first time your client views the quote in client hub, because admin users will see a push notification letting them know the client has viewed the quote and can then follow up. Learn more about push notifications.

Deposits on quotes

If there is a required deposit on the quote, once the quote as been sent to the client and is no longer in draft status, the Review and Send button will be replaced with an option to Collect Deposit. Tapping Collect Deposit, will allow you to enter the payment type or enter a client's card details to charge their credit or debit card if they are paying with Jobber Payments. Once the deposit payment has been saved it will be recorded on the quote.

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. 

Changes requested

If a client requests changes to the quote, the quote status will be updated to Changes Requested. The client's description of what they'd like to be changed will appear on the app:

The changes can be made in the app by tapping Edit, and then making any necessary updates. Then the quote can be resent to the client for their approval either by text message or email.

More actions

There are a number of additional actions that can be taken on a quote in the app by tapping More Actions. These include:

• Approving the quote
• Collecting a signature
• Review and send
• Convert to job

 

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.

Converting the quote to a job will open the job creation screen in the app with the same client, property, and line items from this quote already filled in for the job. If you need to make any changes before saving the job such as removing a line item, that change can still be made before saving the job. The job creation screen also is where you will enter the scheduling and billing details for this job. 

Deleting a quote

If you need to delete a quote from the app, navigate to the quote and click Edit. Scroll down to the very bottom of the quote and tap the text for Delete Quote. You will be asked again to delete the quote, so if you accidentally tap that button you can still back out of it. To permanently delete the quote, tap Delete.