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
Section titled “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.
What’s next
Section titled “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
Section titled “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.