Quotes
Quotes Overview
Last Updated: 10 November 2026A tour of the Quotes page: the status bar, the quote list, the quote preview and the buttons you use most.
Add New Quote | Create Quote
Last Updated: 10 November 2026Create a quote for a customer and vehicle, add parts and labour, then save or send it.
Edit Quote
Last Updated: 10 November 2026Change the customer, vehicle, items, dates or notes on a quote.
Reorder Items on Quote
Last Updated: 10 November 2026Drag items and groups into a different order on a quote.
Search for Quote
Last Updated: 10 November 2026Find a quote by number, customer, vehicle registration or amount.
Quote Status Explained
Last Updated: 10 November 2026What Draft, Ready, Sent, Expired, Declined and Accepted mean.
Change, Update Quote Status
Last Updated: 10 November 2026Mark a quote as sent, accepted, declined, expired or back to draft.
Send Quote to Customer
Last Updated: 10 November 2026Email a quote to your customer with the PDF attached.
Convert Quote to Invoice
Last Updated: 10 November 2026Turn an accepted quote into an invoice with the same customer, vehicle and items.
Convert Quote to Job Card
Last Updated: 10 November 2026Turn a quote into a job card so the workshop can start the work.
Print Quote | Download Quote PDF
Last Updated: 10 November 2026Print a quote, or view and download it as a PDF.
Customer Accept or Decline Quote Online
Last Updated: 10 November 2026How your customer views, accepts or declines a quote online, and what you see afterwards.