Table of Contents
Quoting in the Jobber app
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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.
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.
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
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.
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.
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.
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.
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.