QUICK STEPS
Start a quote from the Quotes tab in the navigation menu, or directly from the customer/lead profile, and click Create New Quote.
If a measurement already exists, select it — square footage and any related labor line items (like carpet take-up or furniture moving) pull in automatically.
Choose the quote type (e.g., Material and Labor) and begin.
Click the boxes icon to add material line items — unit cost and preset margin pull in automatically, and you can adjust total price or margin as needed.
Click the wrench icon to add labor line items — adjust quantity, unit cost, and total price as needed.
Save often while building the quote to avoid losing progress.
Apply a global discount (percentage or dollar amount) if needed — this updates profit and subtotal in real time.
Apply discounts to individual line items if needed, same effect on profit/subtotal.
Once the quote looks good, send it to the customer for approval (covered in the next video).
TIPS💡 Save your quote often while building it — don't lose progress by accident.💡 Discounts (global or line-item) update your profit totals live, so you can see the impact before finalizing.
Remember: The quote is where pricing, margins, and profit come together — check your numbers before sending it to the customer.