Jobber App

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.


Screen_Shot_2017-10-19_at_12.01.13_PM.png

 

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.

 

Screen_Shot_2017-08-13_at_2.42.23_PM.png

 

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:

 

Screen_Shot_2017-10-19_at_11.57.00_AM.png

 

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.

 

Screen_Shot_2017-10-19_at_11.58.49_AM.png

 

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:

Screen_Shot_2017-10-19_at_11.57.00_AM.png

 

Screen_Shot_2016-07-21_at_9.55.17_AM.png

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:

IMG_F9AA170C7FED-1.jpeg

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy is your hub for everything small business. From residential cleaners to plumbers and contractors, if you work in the field, you’ll found the right resources.