Create Your First Quote

What this guide covers

This guide walks you through creating, reviewing, and sending your first quote in JobsiteOn. You will learn how to select a customer, add line items from your pricebook, adjust pricing, add notes, preview the quote, and send it for customer approval. By the end, you will have a live quote that your customer can accept or decline.

Before you begin

• You need at least one contact in your workspace. If you have not added a customer yet, go to Contacts and create one first.
• Having pricebook items set up makes quoting faster, but you can also add custom line items on the fly.

Step 1: Start a new quote

There are two ways to create a quote:

From the sidebar:

1. Click Quotes in the sidebar
2. Click the New Quote button in the top-right corner

From the dashboard:

1. Click the New Quote quick action button on your dashboard

Screenshot: Quotes list page with the "New Quote" button highlighted in the top-right corner, showing an empty quote list with the message "Create your first quote to get started"

Step 2: Select the customer

The first field on the quote form is the customer selector.

1. Click the Customer field
2. Start typing the customer's name
3. Select the matching contact from the dropdown
4. The customer's name, email, and address auto-fill from the contact record

Tip: If the customer does not exist yet, click Add New Contact in the dropdown to create one without leaving the quote form.

Step 3: Select a property

If the selected customer has properties on file, the Property field lets you link this quote to a specific service location.

1. Click the Property field
2. Select the property from the list of addresses tied to this contact
3. The property address appears on the quote

Screenshot: Quote form showing the customer "Sarah Mitchell" selected with her email auto-filled, and a property dropdown listing two addresses: "123 Oak Street" and "456 Elm Drive"

Step 4: Add line items

Line items are the services and materials you are quoting. You can add them from your pricebook or create custom entries.

From the pricebook

1. Click Add Item
2. Search for the item by name (e.g., "Drain Cleaning")
3. Select it from the results
4. The name, description, and price auto-fill from the pricebook
5. Adjust the quantity as needed

Custom line item

1. Click Add Custom Item
2. Enter a name, description, quantity, and unit price
3. The line item is added to this quote only and does not affect your pricebook

Animation: A user clicking "Add Item", typing "drain" in the search field, selecting "Drain Cleaning - $150.00" from the pricebook results, and the line item appearing in the quote with quantity set to 1

Step 5: Adjust pricing and quantities

Each line item shows:

• Item name and description
• Quantity -- Editable number field
• Unit price -- Editable price field
• Line total -- Automatically calculated (quantity x unit price)

At the bottom of the line items, you see:

Field	Description
Subtotal	Sum of all line totals
Tax	Calculated based on taxable items and your tax rate
Total	Final amount the customer will see

Note: You can change the unit price on any line item without affecting the pricebook. Quote-level price adjustments are quote-specific.

Step 6: Add notes and terms

Below the line items, two text fields let you add context:

• Customer Notes -- Visible to the customer on the quote (e.g., "Estimated completion in 3-5 business days")
• Internal Notes -- Visible only to your team (e.g., "Customer mentioned flexible scheduling")

Tip: Use customer notes to set expectations about timeline, scope, or conditions. Clear communication upfront reduces questions later.

Step 7: Preview the quote

Before sending, preview how the quote looks to your customer.

1. Click Preview at the top of the form
2. A PDF-style preview opens showing the branded quote with your logo, colors, and all line items
3. Review every section for accuracy

Screenshot: Full-page quote preview showing the company logo and header, customer name and property address, a table of three line items with quantities and prices, subtotal, tax, and total, followed by customer notes and acceptance section

Step 8: Send the quote

When you are satisfied with the preview:

1. Click Send Quote
2. Confirm the customer's email address
3. Optionally add a personal message to the email
4. Click Send

The customer receives an email with a link to view the quote online. They can accept or decline directly from that page.

Screenshot: Send quote dialog showing the customer email field pre-filled, a text area for an optional personal message, and "Send" and "Cancel" buttons

Step 9: Track the quote status

After sending, the quote appears in your Quotes list with a status of Sent. As the customer interacts with it, the status updates:

• Draft -- Not yet sent
• Sent -- Delivered to the customer
• Viewed -- Customer opened the quote
• Accepted -- Customer approved the quote
• Declined -- Customer rejected the quote

Animation: Quote status badge transitioning from "Sent" to "Viewed" to "Accepted" with color changes from blue to purple to green

What happens after approval

When a customer accepts your quote, you can convert it to a job with one click. All line items, the customer, and the property transfer automatically. See Create Your First Job for the full job workflow.

Related articles

• Create Your First Job from Start to Finish
• Customize Your Invoice Template
• Import Your Existing Data
• Glossary of JobsiteOn Terms