Creating a Quote in the Jobber App
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.
1. Quick Create Menu
Tap onto the + at the bottom right of your screen, then select Quote.
2. Client Page
Search for your client by first tapping on the Clients icon at the bottom of your screen. Type their name 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
Select Products & Services you have listed in 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 and selecting 'Add'. After you've selected the line items to the quote you can add a discount, tax rate, and a required deposit.
Selecting the Details tab will allow you to select the client (if creating the quote from the Quick Create menu) and property that this quote belongs to. If the client only has 1 property that address will show as the default for this quote. You will also see any quote Custom Field information under Additional Info on that tab.
Actions on Quotes
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, it will be addressed to the email on file that was selected as the primary email with the star icon. You can change who this email is addressed to by tapping Add Recipient at the top to view all email addresses listed for this client. You can also add CCs to the email by tapping Add CC email or send yourself a copy by marking the checkbox beside Send me 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 Actions button.
To approve the quote in person tap 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.
The Jobber Glossary
Confused by language we use in Jobber? Definitions right this way.Get Reading!
Sign up for a Webinar
Tutorials for both those new to Jobber and long-time power users.Sign Me Up!
We walk you through our biggest features and point out the essentials.Let’s Watch!