Video Guides

Sending Quotes To Customers

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

Quotes & Invoices ยท 1:10

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This walkthrough will be published here shortly.

Introduction

Sending online means less chasing. Customers can review and respond without you rewriting the same quote.

What you will learn

  • Open a finished quote
  • Send it to the customer
  • Track when it is viewed or accepted
1:40

Creating Professional Quotes

Produce a professional quote that shows labour, materials and totals clearly.
Coming Soon
1:30

Creating Invoices

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

Recording Payments

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

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