Video Guides

Creating Your First Quote

Build a clear quote with labour, materials and totals, then send it to your customer.

Getting Started ยท 0:49

Introduction

A good quote sets expectations before work starts. This walkthrough shows how to create one quickly and keep it professional.

What you will learn

  • Create a quote linked to a customer
  • Add labour and materials lines
  • Review the total and prepare to send
1:10

Creating Your First Customer

Add a customer record with contact details so every quote and job stays linked to the right person.
Coming Soon
0:38

Creating Your First Job

Turn an enquiry or accepted quote into a job you can schedule, update and complete.
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0:38

Creating A Job

Learn how to create a job, add customer details and organise your first piece of work.
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