Creating a Quote
- Open the job you want to create a quote for.
- In the Payments section, click New.
- Fill in the quote details including items, quantities, and prices.
Quote Options
Once a quote has been created, you have several options:
- Save as Template — Save the quote layout for reuse on future jobs.
- Delete — Remove the quote entirely.
- Email to Customer — Send the quote directly to the customer via email.
- Copy to Invoice — Convert the quote into an invoice.
- Download — Download the quote as a file.
Discounts and Grants
To add a discount or grant to a quote, enter the amount with a minus sign (e.g. -500). This will subtract the amount from the total.
Note: Some companies may have quote editing locked. If you are unable to edit a quote, contact your administrator.
Need help? Contact support@onroute.io for assistance.