Create a quote

Quotes are intentionally simpler than repairs or orders. They let you price work cleanly before the customer approves anything, without forcing a status workflow or payment tracking too early.

What a quote is

• A quote has a customer, optional device serial/identifier, one or more line items, a total cost, and optional notes.
• Quotes do not have a status field, supplier, deposit, or payment ledger.
• They stay in the Quotes tab until you delete them or convert them into a working record later.

Creating a quote

1. 1
   Open the Quotes tab and tap the add action

   You can also use the dashboard quick-add sheet to start a new quote.
2. 2
   Pick or create the customer

   The customer picker is the same shared picker used by repairs and orders.
3. 3
   Add an optional device identifier

   Use it when the quote is tied to a specific phone, tablet, vehicle, or other tracked device.
4. 4
   Add line items and save

   Each line holds an item or service name, quantity, and unit cost. The quote total is calculated automatically.

Line items and totals

Quotes use the same multi-line-item model as orders. The list and detail screens can show a summarized item count, while the A4 and thermal quote outputs keep the itemized breakdown intact.

Quote documents

• The quote detail screen now groups document actions under one Quote Documents button.
• From there you can open the A4 PDF preview or send the quote to the shared thermal printer path.
• Sharing the A4 quote happens from the preview screen itself, so the top-level quote action sheet stays simpler.

Tax snapshot