Quote fast, get paid faster.
Build quotes that close, put add-ons in front of customers at the right moment, and turn approvals into invoices and deposits without retyping anything.
How to create a quote
Build a quote from a lead or a customer record — services, vehicle details, add-ons, notes and terms.
02How to use recommended add-ons
Put the right add-ons in front of the customer at quote time and let them upgrade themselves.
03How to apply a discount
Apply a percentage or fixed discount to a line item or a whole quote, and show it clearly to the customer.
04How to send a quote
Send a quote by text or email, see when it’s viewed, and follow up on the ones that go quiet.
05How to create an invoice
Turn an approved quote into an invoice, or build one from scratch, and send a payment link.
06How to take a deposit
Request a deposit before the work is scheduled and collect it with a payment link by text.
More Quotes & Invoicing tutorials are on the way.