Quotes & Pricing
Build quotes and configure your pricing engine.
- Build and send a quote Use the in-lead quote builder to price a job in five steps and send it to the customer with one click.
- Edit, resend, and track quote status Revise a sent quote and read where each quote is in its lifecycle, from Draft to Accepted or Declined.
- Set up your pricing Configure the base services, add-ons, pricing floor, and modifiers that drive every quote total.
- Manage leads and message customers Add off-platform leads, sort and filter your inbox, archive dead leads, and message customers in one thread.