Creating a Quote in the Jobber App
You can create a Quote in the Jobber App either through the quick create menu or a client's page.
To create a job through the quick create menu, open it by clicking on the + in the bottom right. Then tap Job. On the new quote form, select a client, and continue setting up your quote.
To create a quote through a client's page, go to Clients at the bottom, search for the client and click on their name. If this is a new client, click the green + button to create them in the Jobber App.
On the client's profile, click on the Quotes tab. Then click New Quote.
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:
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