Quotes
Create, send and manage quotes
The quotes module lets you create detailed offers with services and parts, send them to the customer by email and receive their response automatically.
Create
Services + Parts
Send
Email to customer
Approved
Customer accepts
Rejected
Customer declines
Two ways to create a quote
From an existing repair
On the Quote tab of any repair, click «Create quote» and edit services and parts directly there.
From Quotes → New
A 3-step wizard: choose the customer, choose or register the device, and add an optional description. If the device already has an active repair, you're taken straight to it instead of creating a duplicate.
Labour services
Add service rates from the catalogue (diagnosis, setup, installation...).
Parts and components
Link inventory parts with unit price and anti-fraud serial number.
Editable tax
The percentage is pre-filled with the one for your region, but you can change it per quote — the tax name also varies by country (VAT, IVA, GST...).
Downloadable PDF
Generate the quote PDF to print or send manually.
Serial numbers per part
Each part on the quote can carry its own serial number, separate from the catalogue's generic one. It can be edited at any time from the Quote tab, even after approval — useful as anti-fraud control on high-value parts (screens, batteries...).
The customer receives an email with a unique link. On clicking Accept or Reject, the quote status updates automatically, with no manual intervention.
The repair status advances on its own
- When you send the quote, the repair moves to Quoted.
- When the customer approves (by email or in person), it moves to In Repair automatically.
- If the customer has no email, you can record their response in person from the Quote tab.
Before sending by email
Set up your organisation's email under Settings → Email. If the customer has no email or you'd rather not use it, you can record their approval or rejection in person from the Quote tab, without sending anything.
Quote list
In Quotes you see all repairs with a quote: search by customer, device or number, filter by status, and sort by column. From here you open the detail, download the PDF or delete pending or rejected quotes.
Quote list
PR-2026-014
OR-2026-0231
PR-2026-015
OR-2026-0233
This is what your customer sees
The email link opens a public page, no sign-in required, with the full breakdown and two large buttons to accept or reject. Valid for 7 days from sending.
Public quote page
Repair Quote
Order: OR-2026-0231
This quote is valid for 7 days from the date it was sent.