How to
Send a quote from your own prices
Price a job from your own rates, see it as the customer will, and send it when you're happy.
Length 1:00Solo and Team
The steps
- Open the job.
- New quote. Your prices are ready to pick.
- Add the lines. The VAT is worked out.
- Ask for a deposit if you want one.
- See the quote as they see it.
- Approve and send it.
Watch next

Turn a finished job into an invoice
Length 0:39Solo and Team
Mark the job finished and the invoice is drafted from the quote. Check it, say yes, and it's sent.

The full walkthrough: a day with Dean
Length 2:58Solo
Follow Dean, a plumber in Penarth, through one job: the call he couldn't take, the quote, the diary, the invoice and getting paid. Adminmate does the work; he says yes.
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