How do I send a quote?

There are two ways you can send a quote to a potential customer:

Respond to a quote request submitted via your website
Manually add a quote request

Respond to a quote request

When a potential customer submits a quote request via your website, the request will be added to the quotes tab.

Go to Manage > Quotes and select the quote request from the New section. Alternatively, tap the A new Quote has been requested notification to go straight to the request.
Select the Details tab to view the information the potential customer has provided.

Not the right job for you? Click the menu icon in the top-right corner and select Sell lead to sell the lead in the marketplace.

Ready to quote? Select the Estimates tab and choose between providing a simple estimate or a cost breakdown.

Provide a simple estimate

Use this method to quote a lump sum or price range.

Click Provide a simple estimate.
Complete the Simple Estimate form:

Simple estimate form

Enter a Lower estimate (required). This doubles up as the fixed price estimate (lump sum) if the Upper estimate is left blank.
Enter an Upper estimate to provide a price range (optional).
If you don't want the customer to receive a notification, toggle the Limit which actions are triggered option and deselect Send notifications (optional).

Click Submit to submit the estimate.
A notification will be sent to the potential customer if notifications are enabled and they'll be able to view the estimate in the customer portal. From there, they'll be able to accept or decline the quote.

Add a cost breakdown

Use this method to provide an itemised quote for each service requested.

Click Add a cost breakdown.
Click Add a category.
Select one or more Existing categories or select the + New tab to add a new category and click Submit.

Add categories to a cost breakdown

Select + Add items to add line items to a category.
Select one or more Existing items or select the + New tab to add a new item and click Submit.

Add items to a cost breakdown

If any of the items have individual pricing, adjust the count as required.

Repeat any of the steps above as necessary and when you're ready, click Save and then Share with customer to send the quote.

You can also click Save to save the quote as a draft.

A notification will be sent to the potential customer if notifications are enabled and they'll be able to view the quote in the customer portal. From there, they'll be able to accept or decline the quote.

Manually add a quote request

If a potential customer asks for a quote without submitting a quote request through your website (in person, or over the phone) or if an existing customer asks for a quote for another service, follow the steps below to add a quote request in getSoapy.

Go to Manage > Quotes.
Click the + icon in the top-right corner.
Enter the potential customer's details into the Add quote form.

Fields marked with a red asterisk (*) are required to save the quote request. Since quotes can be converted to a customer later, it's worth entering all their details correctly at this stage.

Some of the fields below may not be displayed if you've chosen to hide them in quote options.

Enter the potential customer's Name (required).
Enter the potential customer's Email (required).
Enter the potential customer's Phone Number (required).
Enter the Address (required) of the job (required).

It's best to enter the address in the Search for an address field and select the address from the search results so getSoapy can geocode it correctly.

Select the Building Type from the drop-down list (optional).
Select the number of Bedrooms from the drop-down list (optional).
Select the Services the potential customer has requested a quote for (required).
Select the Frequency of the job from the drop-down list (optional).
Select the Availability (optional).
Add any Notes about the enquiry (optional).

Click Add to save the quote request.
The request will be added to the quotes tab. Jump to respond to a quote request to generate a quote for the potential customer.