Your first quote

A walkthrough of the full QuoteCore+ flow, from a fresh account to a quote your customer can accept. Roughly five minutes if you have a plan ready.

Before you start

Make sure you have done Set up your company so the quote uses your logo, currency, units, and default margins.

Steps

1. Create a couple of components. Go to Components and add the materials and labor lines you use most. Even two or three is enough to test the flow. See Creating a component.
2. Start a new quote. From the Quotes page, click New quote.
3. Pick a takeoff method.
   • Digital takeoff if you have a digital plan or aerial image.
   • Manual Quote if you measured on site or off a paper plan, or you don't have access to digital takeoff.
   • Blank Quote for a fully custom line-by-line quote with no takeoff.
4. Build the quote. The quote builder walks you through Areas, Components, Extras, and Review.
5. Open the quote summary. This is your master view. See Quote summary.
6. Create the customer quote. From the summary, click Create customer quote. Choose a layout, hide or show lines, edit descriptions if you want. See Customer quote editor.
7. Send it. From the summary, click Send quote, generate the URL, and send it. See Sending and acceptance.
8. Track the response. When the customer clicks Accept, Request changes, or Decline, you get an in-app alert and an email.

What you have not done yet

You have not built a labor sheet or material order. Both are optional and you only need them once the quote is accepted. When you are ready, see:

• Labor sheet editor
• Creating material orders