Quotes — standalone quotes for one-off jobs

A standalone quote is a price offer that isn't tied to a booking yet. Use it when:

• A customer enquired without booking — over the phone, via email, through a contact form.
• You want to win the work before committing calendar space.
• The job involves multiple services + products + travel + custom line items that need a proper quote document.

Standalone quotes live under Sales → Quotes.

Building a quote

1. Sales → Quotes → New Quote.
2. Pick a customer (or fill in name + email + phone if they're not a customer yet — you can convert them later).
3. Add line items:
   • Services from your catalog
   • Products from inventory
   • Custom rows for one-off charges (travel, materials, after-hours surcharge)
4. Each line has quantity, unit price, optional per-line discount, optional taxable flag.
5. Optionally set a quote-level discount (% or fixed amount) on top.
6. Add notes the customer will see — terms, exclusions, what's included.
7. Add internal notes the customer won't see.
8. Set an expiry date — the quote auto-expires after this date and the accept link shows "Expired".
9. Optionally set a required deposit % — payable via Stripe before the booking is created.

Sending it

Three ways to deliver a quote:

1. Email — Trimsy emails the customer with the quote PDF attached and a unique accept link.
2. Public link — get a shareable URL to paste into SMS, WhatsApp, or your CRM.
3. Print/Download PDF — for in-person handover.

The quote status moves to Sent as soon as you do any of the three.

What the customer sees

Tapping the link opens a clean public page:

• Your salon's branding at the top
• Line items with prices
• Subtotal, discount, tax, total
• A big Accept button and a quieter Decline button
• Your notes
• Expiry warning if the quote is close to expiring

On accept

If the quote isn't tied to a specific time yet, the customer is shown a date/time picker — they pick a slot from your availability and the system creates a booking + invoice in one shot.

If a deposit is required, accept routes through Stripe Checkout. Booking is created only after the deposit is paid.

If the customer declines, the quote flips to Declined, the customer's optional reason is saved, and your team is notified.

Status tracking

• Draft — you're still building it. Not visible to the customer.
• Sent — emailed or link generated. Customer hasn't viewed yet.
• Viewed — customer opened the link. Useful for follow-up timing.
• Accepted — converted to a booking. Conversion is one-way.
• Declined — customer declined.
• Expired — past the expiry date with no action.

Reports

The Quotes report under Reports shows conversion rate (sent → accepted), average quote size, time-to-accept, top decline reasons. Useful to see whether your pricing or your follow-up cadence is the bottleneck.