Jobs

How to Create and Send Price Quotes

Build professional price quotes for customers and convert them into jobs or invoices with a few clicks.

What this is

Quotes let you send customers a detailed price estimate before they commit to a job. Once approved, you can convert a quote directly into a job or invoice—saving time and reducing back-and-forth emails.

When to use quotes

  • A customer asks for a price estimate before booking
  • You need to propose custom work with specific costs
  • You want a record of what was quoted before invoicing
  • You're handling larger or one-off jobs that need approval first

Create a new quote

  1. Go to Sidebar ▸ Quotes
  2. Select New Quote (or similar button to create a fresh quote)
  3. Choose or search for the customer name. If they don't exist yet, you can add them now
  4. Enter a quote title or job description (e.g. "Kitchen renovation – tiling work")
  5. Add line items:
    • Describe the service or product
    • Enter the quantity and rate (or total price)
    • Trimsy will calculate the line total automatically
  6. Review the subtotal, tax (if applicable), and final amount
  7. Add any notes for the customer (e.g. payment terms, timeframe, conditions)
  8. Save the quote

Send the quote to your customer

  1. Open the quote you just created
  2. Select Send or Share
  3. Choose how to send it:
    • Email (Trimsy will send a link directly to the customer's email)
    • SMS (get a link for them to view on their phone)
    • Copy link (paste into a message or your own email)
  4. Add a personal message if you'd like
  5. Hit Send

Your customer will receive a professional quote they can view, download, or print.

Convert a quote to a job

Once the customer approves the quote, turn it into a scheduled job:

  1. Open the approved quote
  2. Select Convert to Job (or similar option)
  3. Choose the service type (if not already set)
  4. Pick a date and time for the job
  5. Assign it to a team member if needed
  6. Confirm and save

The job now appears in your Jobs list and calendar. You can track progress, mark it complete, and invoice from there.

Convert a quote to an invoice

If you'd rather invoice the customer directly without creating a job first:

  1. Open the quote
  2. Select Convert to Invoice (or similar option)
  3. Set the invoice date and due date
  4. Review the items and amount
  5. Send the invoice to the customer

They'll receive an invoice they can pay, and you'll track payment in Trimsy.

Edit or delete a quote

  • Before sending: Open the quote, make changes, and save
  • After sending: You can still edit it (the customer will see the updated version if you resend the link)
  • Delete: If the quote is no longer needed, select Delete. This can't be undone

Track quote status

In your Quotes list, you'll see each quote's status:

  • Draft – not yet sent
  • Sent – delivered to the customer
  • Viewed – customer has opened it
  • Converted – turned into a job or invoice

This helps you follow up on quotes that haven't been viewed or approved yet.

Tips for higher acceptance

  • Keep quotes clear and itemised so customers understand what they're paying for
  • Include your ABN or business details for credibility
  • Set a quote expiry date so customers feel a sense of urgency
  • Follow up within a few days if they haven't viewed it
  • Be ready to explain any line item if asked

Quotes are a simple way to agree on price before work begins—use them to build trust and reduce disputes.