Accepting a Quote Online
What your customer sees when they open a quote’s link, and what happens when they accept or decline it.
Read article: Accepting a Quote OnlineQuotes help
Help for Quotes in Work Planner.
Articles
Quote-to-Job Conversion Choices
How the separate-job and combined-job confirmation choices change the jobs created from a quote.
Read article: Quote-to-Job Conversion ChoicesImage Viewer Popup
How the quote image viewer popup works and when to use it instead of relying on thumbnails.
Read article: Image Viewer PopupQuick-Process Popup
How the quote quick-process popup works when you need to send, confirm, or decline a quote without opening the full detail view.
Read article: Quick-Process PopupConfirming a Quote
How quote confirmation works, including customer creation or matching, job creation, status changes, and linked records.
Read article: Confirming a QuoteSubmitting a Quote
How Send Quote works: pricing each service, sending the quote by email or text with a link to accept it online, and what changes once it is sent.
Read article: Submitting a QuoteQuote Images
How quote images are uploaded, reviewed, deleted, and copied into jobs after confirmation.
Read article: Quote ImagesQuote Scheduling
How due dates and recurring schedule fields work on quotes and what carries through when the quote becomes a job.
Read article: Quote SchedulingQuote Service Pricing
How service pricing works on quotes, including fixed pricing, hourly pricing, and how totals feed into confirmation.
Read article: Quote Service PricingQuote Detail View
How the quote detail view is organised, including actions, tabs, services, pricing, images, and related jobs.
Read article: Quote Detail ViewEditing a Quote
How quote editing works, including status limits, service changes, schedule changes, and image management.
Read article: Editing a QuoteCreating a Quote
How to create a manual quote, including services, pricing, address details, scheduling, and images.
Read article: Creating a QuoteQuotes List
How to search, filter, open, and create quotes from the Quotes list.
Read article: Quotes ListImage viewer modal
OverviewThis article explains when to use image viewer modal, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Read article: Image viewer modalQuick-process modal
OverviewThis article explains when to use quick-process modal, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as par
Read article: Quick-process modalConfirming a quote
OverviewThis article explains when to use confirming a quote, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Read article: Confirming a quoteSubmitting a quote
OverviewThis article explains when to use submitting a quote, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Read article: Submitting a quoteQuote images
OverviewThis article explains when to use quote images, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a
Read article: Quote imagesQuote scheduling
OverviewThis article explains when to use quote scheduling, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part o
Read article: Quote schedulingService pricing on quotes
OverviewThis article explains when to use service pricing on quotes, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears
Read article: Service pricing on quotesQuote details
OverviewThis article explains what users can review and do from quote details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first view of the
Read article: Quote detailsEditing a quote
OverviewThis article explains how to use editing a quote in Work Planner, including the main fields that shape how the quotes record behaves once it is saved.When to use thisUse this article when an existing record needs
Read article: Editing a quoteCreating a quote
OverviewThis article explains how to use creating a quote in Work Planner, including the main fields that shape how the quotes record behaves once it is saved.When to use thisUse this article when you are adding somethin
Read article: Creating a quote