Quotes

Everything that happens before the job — pricing the work, sending a digital proposal, and collecting a deposit when the client approves.

Articles in this section

• Create a quote — build a quote with materials, labor, padding, and waste allowance.
• Send a digital proposal — deliver it by email or text so the client can approve online.
• Collect deposits on quote approval — require a fixed amount or percentage at the moment the client signs.
• Archive a quote — tuck dead or lost quotes out of your active list without deleting them.

What’s next

After the client approves, the quote moves on to the rest of the workflow:

• Convert a quote to a job
• Generate an invoice from the job
• Set up BuddyPay so the client can pay the deposit (and final invoice) online.

Common questions

What’s the difference between a Quote and a Digital Proposal?

A Quote is the document — the pricing offer you build in Service Buddy. A Digital Proposal is the way you send it to the client — they get a link, review the line items in their browser, sign electronically, and (if you’ve required one) pay a deposit on the spot. Same record, different delivery.

Can I edit a quote after the client approves it?

No — approved quotes are locked. If you need to change pricing or scope, open the original and use More Actions → Create Similar Quote to draft a revised version, then send it for fresh approval. See Create a quote.

Do I always need a quote before a job?

No. For small repairs, repeat clients, or work the client has verbally approved, you can create a job directly from the Jobs page. Quotes shine on new work that needs pricing approval before you commit materials or schedule a crew.

Where does tax come from on a quote?

The tax rate is set on the client property (install address). When you pick the client and property, the property’s rate auto-applies to all line items. You can mark individual lines as tax-exempt with the Exempt From Tax checkbox. See Set up tax rates.