To create and send a quote, open the job and select Create quote. Add your prices, which can come from your price book, then send the quote by text message or email. The customer accepts it with one tap, and an accepted quote can be turned into the invoice.

Create a Quote From a Job

You can also start a quote from the Toolbox menu: Select Quotes, then the + button.

1
Open the job

Go to Jobs and Open the job you want to quote.

2
Start the quote

In the Quotes section, Select Create quote. If the job already has a quote, the button reads New quote.

3
Add your first line

Select Enter line items manually. The Add an item list opens, where you can search your price book or create a one-off item.

The Add work screen on a phone with Enter manually selected: Add an item, a Search items box, Add a custom item, and Dave's saved items with their prices, starting with Shower regrout at $480.00.
The Add work screen on a phone with Enter manually selected: Add an item, a Search items box, Add a custom item, and Dave's saved items with their prices, starting with Shower regrout at $480.00.
4
Pick a saved price or enter a new one

Select an item from your price book, or Select Add a custom item and type it in. Check the Item, Details (optional), Quantity, Unit price, Tax and Unit label (optional) fields.

5
Save the item to your price book

For a new item, tick Save this item to my price book so you don't have to type it again. If you changed the price of a saved item, the tickbox lets you update the price in your price book.

A new quote line on a phone, scrolled to the bottom: Quantity 1, Unit price $160, Tax 10% GST, Line total $160.00, the Save this item to my price book box ticked, and the Save line and Cancel buttons.
A new quote line on a phone, scrolled to the bottom: Quantity 1, Unit price $160, Tax 10% GST, Line total $160.00, the Save this item to my price book box ticked, and the Save line and Cancel buttons.
6
Save the line

Select Save line. To add more work, Select Add line and repeat.

7
Check what the customer will see

On a computer, the preview shows next to the quote. On a phone, tap the eye icon at the top of the quote to preview the customer's view.

8
Send the quote

Select Review & send. Choose Text message or Email, then Select Send by SMS or Send by email.

The Send quote · $640.00 screen on a phone: Text message to 0491 570 157 is chosen over Email, with a Send by SMS button at the bottom.
The Send quote · $640.00 screen on a phone: Text message to 0491 570 157 is chosen over Email, with a Send by SMS button at the bottom.

If Review & send is greyed out, check the message above it. Every line needs a price and the quote needs a customer. To send it, the customer needs a mobile number or an email address.

To finish later, Select Save & close. The draft stays in your quotes.

What Your Customer Sees

Your customer gets a text message or email with a link to the quote. The quote shows each line, the GST and the total, with your business name, ABN and contact details. The link is created as soon as you send the quote, so you can also share it yourself.

At the bottom of the quote are two buttons:

  • Accept quote, with the total, if they're going ahead with you at that price
  • No thanks, if they're not

The quote's status changes as your customer responds. You'll see Sent, Viewed, Accepted or Declined on the quote and in the job's Quotes section.

Change a Quote After Sending It

If your customer hasn't accepted or declined it yet, open the quote and Select Revise quote. Make your changes, then Select Publish update and choose how to let them know. Your customer keeps the same link and sees the new version.

Turn an Accepted Quote Into an Invoice

1
Open the accepted quote

Open the quote from the job's Quotes section. It shows Accepted.

2
Convert it

Select Convert to invoice. A new invoice opens, made from the accepted quote, ready to check and send.

Your Logo and ABN on Quotes

Your quotes use the details on your Business details page in Toolbox settings: your logo, ABN, address and document terms. Anything you leave blank there is filled in from your listing.

Your logo and brand colour show on quotes while you have Toolbox. Without it, quotes still show your business name, ABN and contact details, in the standard Service.com.au layout.

Quoting a Service.com.au Lead

When you first reply to a lead, you send a response with an optional estimate and a message. That's covered in How to Respond to a Lead and Send a Quote.

Once you've responded, the lead moves to Jobs. When you're ready to give a firm price, open the job and follow the steps above. You don't need Toolbox to create quotes on jobs that came from Service.com.au. For your own jobs, and to save items to a price book, you need Toolbox.