Create and send a quote

A quote tells your customer what the job will cost. Send it from Crewato and they can approve it online with a click — no back-and-forth.

Create the quote

A quote is created in two steps: enter the details, then add your line items on the next screen.

1. 1
   In the left menu, click Quotes, then New quote.
2. 2
   Title (required)A short name for the job, e.g. "Replace kitchen faucet".
3. 3
   Customer (required)Choose the customer. Pick a service location too if they have one — otherwise their billing address is used.
4. 4
   Valid until (required)The date the quote expires. Defaults to 30 days out.
5. 5
   Optionally add a customer-facing Description, internal Notes, and — on the Pro plan — a Deposit request (a percentage or fixed amount the customer pays when they accept).
6. 6
   Click Create quote. It gets a number like Q-0001 and opens on its own page.

Add line items

1. 1
   Add each lineOn the quote page, click + Add line item and enter a description, quantity, and price. Repeat for every product or service.
2. 2
   TaxesTaxable lines use your default tax group automatically. Change the group on a line if it's taxed differently, or mark it non-taxable.

Send it to the customer

1. 1
   On the quote, click Send to Customer.
2. 2
   Review the email and recipient, then send. The customer gets the quote as a PDF plus a link to view and approve it online.

When the customer opens the link they can Accept (with a typed signature) or Decline. You're notified either way, and an accepted quote is ready to turn into a work order.