Create a quote
Quotes are simplified, stateless documents you send to customers before a job is approved. They live in their own tab and convert cleanly into repairs or orders later.
A quote is the cleanest record type in RepairNode — no status workflow, no deposit, no supplier, no payment. It is a list of items or services with a price and an optional serial number, designed to be turned into a real job once the customer says yes.
What a quote is
A quote has:
- A customer.
- An optional device serial number / IMEI.
- One or more line items (item or service name, quantity, unit cost).
- A total cost (sum of line items).
- An optional notes field.
That is it. There is no quote status field — a quote is either created, edited, or deleted.
Creating a quote
- 1Open the Quotes tab and tap +Or use the dashboard quick-add → New Quote.
- 2Pick or create a customerSame picker as repairs and orders.
- 3Optionally enter a serial numberUseful when the quote is for a specific device the customer mentioned.
- 4Add line itemsTap Add item for each line. Items can be parts or services — RepairNode does not care which.
- 5SaveThe quote gets a sequential ID prefixed Q- and appears at the top of the Quotes tab.
Multiple line items
Quotes share the multi-item architecture with parts orders. Each line is preserved individually so the PDF can show a clean itemized breakdown. The summary card on the list shows a count (e.g. "3 items") along with the total.
Sharing the quote
The quote detail screen has three document actions:
- Preview — opens the A4 PDF preview in a viewer.
- Share — opens the system share sheet with the PDF attached. Email, WhatsApp, AirDrop, etc.
- Print — sends the quote to your thermal printer (80 mm) using the same printer setup as receipts.
Tax on quotes
The current shop tax setting is captured onto the quote at creation time — rate, label, and mode. If the customer accepts a week later and you have changed your tax rate in the meantime, the quote still shows the rate that applied when you sent it.
Validity and follow-up
There is no enforced expiry — the validity is a piece of text on the PDF, not a field. If the customer accepts, open the quote detail and use the convert action sheet to turn it into a repair or an order. See Convert quote to repair or order for the details.