How to send quotes and estimates

Steps

1. Start a quote for the customer — Open Finance → Quotes and choose New quote. Select the customer and property so the quote uses the right address, service mix, and measured lawn area. You can also start from Pricing Assistant on a customer's property when you want a size-aware recommendation first.
2. Build accurate pricing — Add services with clear customer-facing titles and descriptions. Use a saved pricing sheet, property-size recommendation, treatment-plan round, material catalog item, or landscape production estimate when it fits the job. Review the breakdown and adjust the final price before adding it.
3. Preview and send the shareable quote — Use Preview as customer to check the quote before it leaves your account, then choose Send quote. The customer receives a secure share link with your branding, services, descriptions, prices, options, and terms. The quote moves to Sent/Awaiting response so it stays in your follow-up list.
4. Help a customer accept online and track the decision — The quote records share-link views so you can tell whether it has been opened. A customer can accept online from the shared link or portal. If a quote expires or the customer declines, record the outcome and lost reason so your active pipeline stays accurate.
5. Turn the acceptance into scheduled work — An accepted quote can drop straight onto your calendar as a job, so the work you sold is booked without re-keying it. From there it routes to a crew and eventually becomes an invoice.