Quotes: Web

Accessing Quotes

Quotes are located in the Service tab under Quotes. From here you can view, create, and manage all your quotes in one centralized location. You can also create quotes directly from a lead or customer page.

Creating a New Quote

To create a quote:

1. Click Create Quote

2. Select who the quote is for (lead or customer name)

3. Select a Salesperson — this person will be attributed to the sale when the quote converts to a service plan

4. (Optional) Choose a Plan Template if you have them configured — templates auto-fill service details so you don't have to configure everything from scratch

Configuring Quote Details

Just like service plans, you can fully customize:

• Service types — what services are included

• Frequency — how often services recur (e.g., weekly, monthly, quarterly)

• Custom months — set custom billing cycles if needed

• Line items & pricing — add individual line items and their prices

• Discounts — apply discounts to line items or the total

Notes

• Client-facing notes — visible to the client on the quote they receive

• Internal notes — visible only to your team when reviewing quotes internally

Advanced Settings

Expand Advanced Settings to configure additional options:

• Billing mode — determines how the client is charged and affects how the agreement is generated

• Tax rate — set a tax rate if applicable to this quote

• Auto-advance to agreement — when enabled, automatically redirects the client to sign an agreement immediately after approving the quote, reducing back-and-forth communication

Sending the Quote

Once your quote is configured, click Create and Send. The quote will appear in your quotes list with a summary showing:

• All line items and pricing

• Tax and any applied discounts

• Job breakdown (for recurring plans)

• A quick link to preview exactly what the client will see

Client Quote Portal

When the client opens their quote link (via email or text), they see:

• Job breakdown with dates

• Line items and pricing details

• Tax and total amount

• Three action buttons:

  • Approve — accept the quote

  • Decline — reject the quote

  • Request Changes — ask for modifications

You'll receive notifications for any client actions (configurable in notification settings).

Converting Quotes to Service Plans

With Auto-Advance Enabled

If you enabled Auto-advance to agreement in advanced settings:

1. Client approves the quote

2. Client is redirected to sign the agreement

3. Upon signing, a service plan is automatically created

4. The lead is converted to a customer

With Auto-Advance Disabled

The client must manually navigate to the agreement after approval, which takes longer.

After Conversion

• The quote status changes to Converted

• A new service plan is created with all quote details, including notes and the assigned salesperson

• The service plan starts as Inactive

• To activate the plan, schedule the first service — then proceed as normal

You can view the created service plan on the customer's page with all the same details from the quote.

Managing Quotes

Quick Filters

Use the filters at the top of the quotes list to find specific quotes:

• Sent — quotes that have been sent to clients (have a name and are waiting)

• Approved/Not Responded — quotes the client approved or hasn't responded to yet; use this to follow up

• Changes Requested — quotes where clients requested modifications

• Converted — quotes successfully converted to service plans

CSV Export

Click Export CSV to download all visible quotes with additional details for reporting or external analysis.

Best Practices

• Use plan templates to speed up quote creation for recurring services

• Enable auto-advance to agreement to streamline the conversion process

• Add internal notes to remind your team of important context when reviewing quotes

• Use client-facing notes to explain terms, pricing, and next steps clearly

• Follow up on quotes that haven't been responded to within your typical response time