Guide 07

Make a quote

A written price, off your saved rates, on the job

The problem

You walked the basement and the client wants a number. Right now the price is a text message and mental math, and unwritten numbers get argued about later.

What Zeus does

Start a quote from the orange Create button, pull items from your Price Book with unit and price filled in, and it files itself on the job.

Do this

Start on Quote

  1. Create

    Look at Home

  2. QuoteFrom Price Book

    To start

  3. Attach a Job
  4. Add Item

    Pick the basement job, and the client and address fill themselves in

  5. Type intoType or Pick from Price Book

    Type a few letters

    Make a quote, Type or Pick from Price Book
  6. 1/2" Drywall Sheet 4x8

    Unit and price fill automatically

  7. Type intoQty

    Set the quantity

  8. Add

    To insert the line

  9. Save & Preview

    Save and Preview

    Look at Email Quote

  10. Docs

    A priced draft under Docs

    Look at QT-… · Draft · not sent

    Make a quote, Docs

You now have

A priced draft, waiting under the job's Docs.

All 10 guides in Quotes, invoices & money in