Manual Quote Creation

Choose manual quotes in these scenarios:

• Complex projects with custom line items
• Repeat work with known pricing
• Simple jobs not worth AI credit
• Specialized services not well-suited for AI
• When you have exact measurements already

• No credit cost
• Complete control over every line
• Use your own pricing database
• Faster for simple quotes
• Templates for repeat work

Begin creating your manual quote:

• Dashboard > "Manual Quote" button
• Sidebar > Quotes > New Quote
• From client page > "New Quote"

• Client information form
• Project details section
• Clean, focused interface

• Left: Form sections (scrollable)
• Right: Live preview (desktop)
• Mobile: Form with preview toggle

• Drafts save automatically
• Every 30 seconds
• Also on blur (leaving field)
• "Saved" indicator flashes

Enter or select client details:

• Name (required)
• Email (required for sending)
• Phone (optional)
• Address (optional)

• Start typing client name
• Matching clients appear in dropdown
• Click to select and auto-fill
• All fields populate automatically

• Searches name and email
• Shows recent clients first
• Indicates "existing client"
• Can still edit after selection

Client Fields:

• First and last name
• Or business name
• Shows on quote header

• Valid email required
• Used for sending quote
• Client login if they have account

• Formatted automatically
• Click-to-call on public quote
• Optional but recommended

• Project/job site address
• Shows on quote
• Used for map link

Define the project scope:

• Auto-generated from first line item
• Or enter custom title
• Shows prominently on quote
• Keep it clear and descriptive

• Based on line item descriptions
• Updates as you add items
• Can override manually
• Helps with consistency

• Dropdown with common types
• Painting, Flooring, Roofing, etc.
• "Other" for custom types
• Affects template suggestions

• Suggested "What's Included" items
• Suggested "What's Not Included"
• Common FAQ questions
• Can customize all suggestions

• Additional project notes
• Scope clarification
• Special conditions
• Shows in quote details

• Same as client address (default)
• Or different job site address
• Important for multi-site clients

Build your quote with line items:

• Click "Add Line Item" button
• Fill in item details
• Item appears in list
• Total updates automatically

Line Item Fields:

• What you're providing
• Be specific and clear
• Client sees this exactly

• Number of units
• Decimals allowed (12.5)
• Auto-calculates total

• sq ft, linear ft, each
• hours, days
• lot, bundle, set
• Custom units allowed

• Price per unit
• Currency formatted
• Your cost + markup

• Auto-calculated
• Quantity × Unit Price
• Can override if needed

• Material: Physical items (tile, paint, lumber)
• Labor: Work hours (installation, prep, cleanup)
• Custom: Anything else (permits, disposal)

Edit, reorder, and organize your line items:

• Click any line item row
• Edit modal opens
• Make changes
• Save or cancel

• Click trash icon on row
• Confirmation required
• Item removed
• Total updates

• Drag handle (⋮⋮) on left
• Drag to new position
• Drop to place
• Order saved automatically

• Click duplicate icon
• Copy of item created
• Edit the copy as needed
• Faster than creating new

• Select multiple items (checkbox)
• Delete selected
• Not available: bulk edit

Line Item Display: `` Description Qty Unit Price Total ──────────────────────────────────────────────────────── Interior Paint 500 sq ft $3.50 $1,750.00 Labor - Painting 16 hours $65.00 $1,040.00 Paint Supplies 1 lot $150.00 $150.00 ────────────────── Subtotal: $2,940.00 ``

Include photos with your quote:

• Click "Add Photos" button
• Drag and drop files
• Take photo (mobile)
• Select multiple at once

• Formats: JPG, PNG
• Max size: 10MB each
• Recommended: 1000+ pixels
• Limit: 10 photos per quote

Photo Features:

• Mark photos as "Before" or "After"
• Displayed side-by-side
• Great for renovation quotes

• Star icon to feature
• Featured shows as main image
• Appears in quote cards/list

• Optional description
• Shows below photo
• Helpful context for client

• For "Before" photos
• Click "Generate After"
• AI creates visualization
• Uses 1 credit (optional feature)

• Drag photos to reorder
• First photo is primary
• Order appears on quote

• Click X on photo
• Confirmation required
• Cannot undo

Clearly define scope with inclusions and exclusions:

• Bullet list of what's covered
• Sets expectations
• Reduces questions
• Professional presentation

• Click "Add Item" button
• Type inclusion text
• Press Enter to add
• Can reorder by dragging

• Relevant inclusions suggested
• Click to add suggestion
• Customize as needed

• All materials and supplies
• Labor and installation
• Cleanup and debris removal
• Standard warranty

• Equally important as inclusions
• Prevents scope creep
• Protects you legally
• Clear boundaries

• Permits and inspections
• Structural repairs
• Moving furniture
• Hazardous material handling

• Be specific, not vague
• Include timeline expectations
• Mention warranty terms
• Note payment schedule

Configure payment terms for the quote:

• 50/50: 50% deposit, 50% completion
• Three Payments: 33/33/34 split
• Full Upfront: 100% before start
• On Completion: 100% when done

• Add any number of milestones
• Set percentage for each
• Name each milestone
• Must total 100%

Creating Custom: 1. Click "Custom Schedule" 2. Add milestone name 3. Set percentage 4. Add more milestones 5. Verify total is 100%

• Shows which methods you accept
• Configured in Profile Settings
• Displayed on public quote
• Client can pay with any listed

• Set defaults in Profile
• New quotes use defaults
• Override per-quote as needed
• Saves time on repeat quotes

Add frequently asked questions to your quote:

• Answer common questions upfront
• Reduce client inquiries
• Build trust and confidence
• Professional touch

• Auto-suggested questions
• Click to add
• Customize answers

• How long will this take?
• What's your warranty?
• Do I need to be home?
• How do I pay?
• What if I need changes?

Adding Custom FAQs: 1. Click "Add FAQ" 2. Enter question 3. Enter answer 4. Save

• Accordion format on public quote
• Client clicks to expand
• Clean, organized presentation
• Unlimited FAQs allowed

• Keep answers concise
• Address real concerns
• Include timeline info
• Mention your guarantees

Set how long the quote remains valid:

• 30 days from creation
• Can be changed per quote
• Or set new default in Profile

• Calendar picker for date
• Or "days from today" input
• Shows expiration clearly

• Shown on quote: "Valid until [date]"
• Banner appears when expiring soon
• Expired quotes show warning

• Protects you from price changes
• Creates urgency for client
• Sets clear expectations
• Professional standard

• Client can still view
• Cannot sign/pay expired quotes
• You can extend validity
• Or create new quote

Extending Validity: 1. Open expired quote 2. Click "Extend Validity" 3. Set new date 4. Quote becomes valid again

• Standard jobs: 30 days
• Volatile pricing: 14 days
• Large projects: 45-60 days
• Rush jobs: 7 days

Review and send your completed quote:

• Click "Preview" to see client view
• Full quote displayed
• Mobile-responsive preview
• Verify everything looks right

• Client name spelled correctly
• All line items present
• Totals calculated correctly
• Photos displaying
• Terms clear

Send Options:

• Click "Send to Client"
• Client receives email with link
• They click to view quote
• You get notification when viewed

• Click "Copy Link" icon
• URL copied to clipboard
• Share via text, social, etc.
• Paste anywhere

• Displayed in send modal
• Client scans with phone
• Instant access to quote
• Great for in-person

• Status changes to "Sent"
• Appears in your Quotes list
• Track views and activity
• Follow up as needed

Your work is automatically saved:

• Saves every 30 seconds
• Saves when you leave a field
• "Saving..." indicator shows
• "Saved" confirms completion

• Drafts appear in Quotes list
• Status: "Draft"
• Click to continue editing
• Or delete if not needed

• Draft: Can edit freely
• Sent: Limited edits (creates new version)
• Signed: Cannot edit (locked)

• Click "Save Draft" button
• Confirms save completed
• Good before closing browser
• Not required (auto-save works)

• Drafts don't expire
• Keep as long as needed
• Delete when no longer relevant
• Clean up regularly

• If browser crashes, draft saved
• Reopen and continue
• May lose last few seconds of work
• Auto-save minimizes loss