Quotes & Estimates
Create customer quotes that never touch your stock
5 min read
Build a quote (estimate) for a customer: pick the client, add the parts/labor/services needed, and see both your cost and the sale price โ without consuming any inventory. Available on the Business plan.
How it works
- Open Quotes from the sidebar and click New quote
- Choose the customer and add line items (parts auto-fill cost and sale price)
- Send the quote, then mark it Accepted or Rejected
- Convert an accepted quote into a work order โ only then is stock allocated
Tip
Download a customer-facing PDF that shows sale prices only โ never your cost or margin.
Tip
A quote never changes your stock. Inventory is consumed only when you convert an accepted quote to a work order.
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