Build and send a quote quickly

Quotes · Updated Sep 11, 2026 4:24 AM UTC

Start with a clear quote name, add services and send when the details are ready.

How to use it

Choose New quote, enter the required name and add Catalog services. Pick or create a customer. Complete required options and measurements; add any service notes. Save as a draft or Save & send by the available email/text option.

Example

Under a sink, a plumber can choose Tap repair, select the customer and send a clear price from one hand.

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Need a hand?

If something does not match your screen, check your workspace role and plan, then include the page or app version when opening a support ticket. Never include a password, API key or payment-card details.