Jobs & quotes
Create & send quotes online
Send branded quotes customers accept online, then convert straight to invoices or jobs.
Send professional quotes
Quotes display your branding, itemised pricing, and include an accept/decline link customers can action from their phone or email.
Create a quote
- Open Sidebar ▸ Quotes and select New quote.
- Add line items with quantities and choose GST settings.
- Select the customer from your list.
- Click Send — the customer receives an email with a secure accept link.
Convert to invoice or job
Once the customer accepts, convert the quote to an invoice or job with a single click.
Tip: Quote requests submitted via your website automatically appear here as drafts, ready to finalise and send.