What it does
A quote is a priced estimate you put together for a client: a title, a list of line items (each with a description, quantity and unit price), and any notes. Quickie adds up the total for you as you type.
Once a quote is ready you can:
- Email it to the client, who can open their own tidy web page to read it (and accept it themselves).
- Mark it Accepted or Declined as you hear back.
- When a quote is accepted, Quickie automatically creates a scheduled job for that client, so the work is already on your books.
- Turn an accepted quote into an invoice with one click.
A quote moves through four statuses: Draft → Sent → Accepted (or Declined).
Where to find it
Quotes live on each client's detail page.
- In the top menu, open Clients ▾ and choose Contacts.
- Click the client you're quoting.
- Scroll to the Quotes card.
URL pattern: /dashboard/contacts/{client} — the Quotes card is part-way down the page.
Step by step
Create a quote
- On the client's page, find the Quotes card and click Add quote (top-right of the card).
- The New quote window opens. Fill in:
- Title — a short label, e.g. "Spring clean — front & back".
- Status — leave this as Draft for now (you can email it afterwards).
- Line items — one row per thing you're charging for:
- Description (e.g. "Front windows")
- Qty (quantity)
- Unit £ (price for one)
- The row's line total appears to the right automatically.
- Click Add line to add more rows. Use the bin icon to remove a row (you must keep at least one).
- Notes — anything extra the client should see.
- Watch the Grand total at the bottom update as you type.
- Click Create quote. A "Quote created" message appears and the quote shows in the Quotes card as a Draft.
Tip: saving as Draft lets you build the quote now and send it later when you're happy with it.
Send the quote to the client by email
- In the Quotes card, find the quote and click the ⋯ (more actions) button on its right.
- Click Email to client.
- Quickie emails the quote and changes its status to Sent. You'll see "Quote emailed to the client".
The Email to client option only appears while a quote is still a Draft.
If the client has no email on file: you'll see "This contact has no email address on file". Add an email first — click Edit at the top of the client's page, fill in the Email field, save, then try sending again.
Let the client see and accept the quote
The View / PDF option (in the ⋯ menu) opens the client's public quote page in a new tab — the same page they receive by email. On that page they can:
- Read the quote with all line items and the total.
- Print or save it as a PDF.
- Click Accept this quote themselves.
When the client accepts on their own page, it counts exactly the same as you marking it accepted (see below) — a job is created automatically.
Mark a quote Accepted or Declined
From the ⋯ menu on a Draft or Sent quote:
- Accept (create job) — marks the quote Accepted and automatically creates a scheduled job for this client. You'll see "Quote accepted — job created". The new job appears in the Jobs card lower down the page.
- Mark declined — marks the quote Declined (no job is created). You'll see "Quote marked declined".
Create an invoice from an accepted quote
Once a quote is Accepted:
- Open its ⋯ menu.
- Click Create invoice.
- Quickie copies the quote's line items into a new invoice for this client. You'll see "Invoice created from quote", and it appears in the Invoices card.
See the Invoices guide for sending and chasing it.
Delete a quote
Open the ⋯ menu and click Delete, then confirm in the pop-up. This permanently removes the quote and its line items. (This can't be undone.)
What each screen shows
The Quotes card lists each quote with:
- The title and a coloured status badge (Draft / Sent / Accepted / Declined).
- The date it was created.
- The quote total (right-hand side).
- Each line item underneath, shown as "quantity × description — line total".
- A ⋯ button for all the actions above.
The New quote window shows your line items with live per-line totals and a running Grand total at the bottom.
The client's public quote page shows your business name, the client's name, the line items, the total, and an Accept this quote button (while the quote is still open).
Tips & good to know
- The menu options change with the quote's status: Email to client shows only for Drafts; Accept and Mark declined show for Drafts and Sent quotes; Create invoice shows only once Accepted.
- Accepting a quote always spawns a job — that's the main reason to use Accept rather than just leaving it Sent.
- Accepting via the client's own page and accepting via your ⋯ menu do the same thing.
- Quote totals are worked out from the line items; there's no separate field to type a total into.
Troubleshooting
- "This contact has no email address on file" when sending. The client has no email saved. Add one via Edit on the client's page, then send again.
- No "Email to client" option. The quote isn't a Draft any more (it's already Sent/Accepted/Declined). You can still open View / PDF and share that link.
- No "Create invoice" option. The quote isn't Accepted yet. Accept it first (or have the client accept it).
- Accepted a quote but can't see the job. Scroll down to the Jobs card on the same client page — the new job will be listed there as scheduled.