Quotes

• Draft: you're still working on it. The customer can't see it.
• Sent: the customer has it.
• Accepted: the customer said yes.
• Declined: the customer said no.

Click a stage at the top of the quotes list to only show those quotes.

You can start a quote in three places:

• on a job card, under Quotes and invoices, click Quote
• on a customer's page, click Quote
• under Money, then Quotes, click the round + button

Then:

1. Pick the Customer.
2. Under What it's for, type a short title, for example "Clean and seal front driveway".
3. Pick a Valid until date if the price only holds for a while, for example 04/12/2026.
4. Add the lines you're charging for. See Lines below.
5. Choose a Deposit if you want one. See Deposits.
6. Add any Notes and terms.
7. Click Save quote.

The quote is saved as a draft. Nothing goes to the customer yet.

Each line is one thing you're charging for.

1. Click Add a line, or From price list to pick something you've saved. See Price list.
2. Type What you're charging for.
3. Type the quantity (Qty), pick how you charge it (Per), and type the Price ($).
4. If you're registered for GST, untick GST on any line that's GST-free.

The subtotal, GST and total add up as you go.

For work charged by the square metre, click Measure. Type the length and width of each area in metres, and click Another area for more. TradieFiles adds up the m² for you.

To remove a line, click the X next to it.

A deposit is money the customer pays up front to lock in the job.

1. Under Deposit, pick A percentage or A set amount. Pick No deposit if you don't want one.
2. Type the percentage, or the amount.

When the customer accepts, they get a deposit invoice to pay straight away. The deposit is then taken off the final invoice, so they never pay it twice.

If you're registered for GST, a set amount is before GST.

1. Open the quote.
2. Click Send to customer. The customer gets an email with a link to the quote.

If the customer has no email address, the button says Mark as sent. Click it, then use Copy link or Text to send them the link yourself.

Sending a quote moves its job from Enquiry to Quoted.

You can still click Edit on a sent quote, until the customer accepts or declines it. Click Print to print it or save it as a PDF.

The customer opens the link and sees your quote with your business name, ABN and terms.

To accept, they type their name and click Accept quote. They can also click Decline, or print or save it as a PDF.

If the quote is past its Valid until date, they can't accept it. They're asked to contact you for an updated price.

When the customer accepts:

• the quote shows as Accepted, with their name and the time
• the job moves to Scheduled
• you get a notification
• if there's a deposit, they're emailed the deposit invoice, and can pay it from the quote page

When the work is done, open the accepted quote and click Make the invoice. The invoice is filled in from the quote. Check it matches the work you did, then save and send it.

See Invoices.