How do I view and manage quotes?
To view and manage your quotes, go to Manage > Quotes.
For an explanation of what each quote status means, see How do quote statuses work?
Use the search or filter features at the top of the page to quickly find the quote you're looking for. Search for names, addresses, or emails, or click the filter icon on the right-hand side to include or exclude closed quotes from the results.
See Searching and filtering for more help on using the search and filter features.
Click on a quote from the list to view:
Customer details
The customer's name, address, and contact details will be displayed at the top of the quote page.
Quote menu
Click the menu icon in the top-right corner of the quote page to access the following options:
Convert to customerand create a customer and job(s) from your quote(s)Sell leadto sell the lead in the marketplaceView as customerto view what the customer can see in the getSoapy customer portalClose quoteif the customer rejected the quote or if you don't want the job
A quote cannot be reopened once it is closed.
Quote Details tab
Click on the Details tab to view additional details submitted with the quote request. To edit which details are required on a quote request, see How do I customise which options are included in quote requests?
Estimates tab
Click on the Estimates tab to add, view, or edit a simple estimate or cost breakdown for the job (see How do I send a quote?).
Messages tab
The Messages tab on the quote page displays a history of all communication with the potential customer, just like the Messages tab on the customer page. It shows:
- messages exchanged with the customer
- automatic notifications that were triggered for this customer and the delivery status
Toggle Show notification logs off to only view messages. For more information on notification logs and the delivery status symbols, see What are notification logs?
To send a new message to the customer or reply to a message, write a message and click Reply.
For more information on sending messages including using the AI assistant and saved messages, see How do I communicate with customers?
