Help Center
Quotes
Price the work, get it signed, turn it into a job.
- Create and send a quoteBuild a quote from your price book, add a deposit, and email it for the client to approve online.
- How clients approve quotes (and pay deposits)What the client sees, how signing works, and what WorkBench does the moment a quote is approved.
- Turn an approved quote into a jobConvert to job copies the approved lines onto a job you can schedule and later invoice.
- Change your quote and invoice numbersStart numbering where your old system left off.
Still stuck?
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