Quotes

Price a job before you start, send it to your customer as a link, and let them accept it from their phone. When they say yes, turn the quote into an invoice in one tap.

Set up once

Quotes use the details from Settings > Invoices: your business name, address, email, phone and VAT number. Under Quotes in the same page you can set:

• Quote prefix and Next quote number, such as QUO-0001.
• Valid for (days): how long a new quote stays open. 30 days to start with.

Bank details never appear on a quote.

Make a quote

1. Open the Invoices tab and tap Quotes, then New quote. You can also tap New quote on a client's page.
2. Choose the client, and add a line for each piece of work or materials.
3. Check the Valid until date.
4. Tap Save draft.

Tap New quote on a job's page to make a quote that goes into that job (see Jobs). The invoice you make from it goes into the job too.

Send it

1. Open the quote and tap Mark as sent. This switches on the quote's private link.
2. Tap Share link to send it by WhatsApp, text or any app on your phone (on a computer, the link is copied). Or tap Email client for an email with the link already in it.

The link only works for quotes you've sent. Anyone with the link can see the quote, so only send it to your customer.

Your customer's side

Your customer opens the link on their phone or computer. They don't need an account. They see the quote with your details and two buttons: Accept quote and Decline. Once they answer, the quote in Kev shows Accepted or Declined, and says it was the client who answered.

If the Valid until date has passed, the quote shows as Expired and your customer can't accept it any more. Tap Back to draft, change the date, and send it again.

If they tell you by phone instead, tap Mark as accepted or Mark as declined yourself.

Turn it into an invoice

Tap Turn into invoice on a sent or accepted quote. Kev makes a draft invoice with the same client and lines, dated today, and marks the quote accepted. Check the invoice and send it as usual (see Invoices).

Each quote can only become one invoice. The new invoice counts towards your free invoices for the month.

How many quotes can I make?

The count resets on the 1st of each month.