Learn how to create quotes for customers using the job wizard.
Entering Quote Mode
Quote mode is entered when:
Quote Mode Differences
| Feature | Job Mode | Quote Mode |
|---------|----------|------------|
| Creates schedulable work | Yes | No |
| Saves to Jobs table | Yes | No |
| Saves to Quotes table | No | Yes |
| Requires customer | Yes | Customer OR Prospect |
| Reserves inventory | Yes | No |
| Creates driver assignments | Yes | No |
Quick Add Prospect
For new leads in quote mode:
- Name (required)
- Phone
- Notes
Important: Prospects are NOT saved to your customer database. They exist only for this quote.
Creating the Quote
Complete all wizard steps normally:
Quote Preview
Before finalizing:
Sending the Quote
After creation:
- Email (pre-filled template)
- SMS (with link)
- Copy link to share manually
Quote to Job Conversion
When customer accepts: