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
Labor services
Add service rates from the catalog (diagnosis, setup, installation...).
Parts and components
Link inventory parts with unit price and anti-fraud serial number.
Automatic tax
The tax configured in your region is applied automatically to the total.
Downloadable PDF
Generate the quote PDF to print or send manually.
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.