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Price Book & Estimates
Quote faster and win more work: build your price book once, then send professional estimates customers can approve online.
8 articles
- 1Price Book: Set Your Services and Prices Once, Then Quote and Invoice in SecondsStop retyping prices: keep every service and material with its price, cost, duration and tax in one place, so estimates, jobs, invoices and online booking all fill themselves in and every quote is consistent.4 min read · 7 screenshots
- 2Price Book Builder: Fill Your Price Book in Minutes, Not WeeksGo from an empty price book to ready to quote in minutes: pick your trades, choose the size and pricing, and review drafted services, materials, durations and costs before anything is saved.4 min read · 6 screenshots
- 3Discounts & Tax Rates: Set Them Once, Apply Them in One ClickGive the same discount the same way every time and charge the right tax: save your discounts and tax rates once, then pick them on any estimate or job and let the totals work themselves out.2 min read · 6 screenshots
- 4Creating an Estimate: Win More Jobs With Clear Quotes, Options and DepositsBuild professional, itemized estimates from your Price Book, offer optional extras customers can add themselves, and collect a deposit on approval so a yes becomes booked work.5 min read · 8 screenshots
- 5Estimate Page: Turn a Quote Into Approved, Paid WorkOne quote on one screen: what you are charging, what you are making on it, optional extras the customer can add themselves, the deposit they pay to approve, and the step that turns it into a booked job.5 min read · 10 screenshots
- 6Estimate Versions: Offer Good, Better and Best Options and Let the Customer ChooseQuote the same job two or three ways, such as a standard and a premium option, so the customer picks a price instead of saying no. Add a version, name it, set its price and send the options you want them to compare.3 min read · 5 screenshots
- 7Turning Estimates Into Jobs: Send, Get the Yes and Book the WorkWin more of the work you quote: send an estimate in seconds, record the customer's approval, and copy it into a job with the customer, address and prices already filled in, or let a paid deposit create the job for you.4 min read · 8 screenshots
- 8Estimates List: Find Any Quote Fast and See Which Ones Still Need a YesEvery quote you have written in one list: see at a glance which estimates are sent, approved, declined or already jobs, pull up the ones waiting on a customer or asking for changes, and start a new quote from a template in two clicks.4 min read · 9 screenshots
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