Quotes in the Jobber App
To create a quote in the Jobber App, open a Clients page and select the quote tab. Here you will see the New Quote option, along with any past quotes for this Client.
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 hit Collect Signature at the bottom of the page. This will bring up a signature screen where the Client can sign:
When a quote has been emailed to your client, it changes to Awaiting Response. This will change the Collect Signature button above to say Approve Quote instead:
The Jobber Glossary
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