Video Guides

Creating Professional Quotes

Produce a professional quote that shows labour, materials and totals clearly.

Quotes & Invoices ยท 1:40

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This walkthrough will be published here shortly.

Introduction

Clear quotes win trust. This walkthrough covers building a quote customers can understand and accept.

What you will learn

  • Create a quote for a customer
  • Add priced line items
  • Review the quote before sending
1:10

Sending Quotes To Customers

Send the quote to your customer and keep track of whether it has been viewed or accepted.
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1:30

Creating Invoices

Generate an invoice from completed work and keep payment details organised.
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1:05

Recording Payments

Mark invoices as paid and keep a clear record of what has come in.
Coming Soon

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