Quotes

A quote is a price proposal for work you haven't done yet. You build it in ServFlo, send it to the customer by email or text, and the customer approves and signs it on a web page, with no account or app needed. When they approve, you turn the quote into a job or an invoice in one click.

You'll find quotes under Sales → Quotes. Each customer's page also lists their quotes.

Key ideas

Options. A quote can have one option (a plain quote) or up to five, for example Good, Better and Best. The customer picks one.
Line items. Each option has its own lines. Type them in, or pick services and materials from your pricebook.
Optional extras. Mark a line as optional and the customer can add it or leave it off. The total updates as they choose.
Deposit. Ask for a percentage or a fixed amount when the customer approves.
Customer link. Every quote you send has its own private link. Anyone with the link can view and answer the quote.

Quote statuses

Status	What it means
Draft	Not sent yet. Only your team can see it.
Awaiting approval	Sent. The customer can approve it, ask for changes or decline.
Changes requested	The customer asked for changes. Edit the quote and send it again.
Approved	The customer (or your team, for them) approved it.
Converted	Approved and turned into a job or an invoice.
Declined	The customer said no.
Expired	The Valid until date passed before the customer answered.
Archived	Put away. The customer link no longer works.