New Quote

Create a professional estimate before Project or Work Order approval.

Identify the client, property, approval stage, and validity period.

Client

Property

Quote Number

Auto-generated. You can edit if needed.

Title

Status

Valid Until

Shown in the client-facing preview and exported Quote.

Build the approved scope and keep optional alternatives separate.

No Quote items yet

Add a custom item or start from the Service Library.

Included items drive totals; excluded optional items remain visible without affecting price.

Labor Total

Estimated Materials

Subtotal

Discount

Tax

Quote Total

Projected Gross Profit

Projected Margin

N/A