Send a quote your customer can accept online
Help › Customers and quotes
Price the work, send it, and get a signed yes without printing anything.
- Open Quotes and start a new one. Pick the customer and the property.
- Add line items from your services. Offer extras as optional add-ons the customer can tick, or give Good / Better / Best options.
- Press Send. Your customer gets a link: they can read it, ask a question, and accept with a signature, no account or password needed.
- When they accept, you're told, and you can Schedule job and later Convert to invoice.
Deposit, repeating plans, terms and a PO number are under More options in the quote.
More on customers and quotes
- Add customers and their properties
- Price a big job with the Bid Calculator
- Let customers book online and request quotes
- What your customers see
Still stuck? Email support@gocrewhand.app and a person will answer.
Crewhand is a product of GK Enterprise LLC · 5816 16th Place, Meridian, MS 39305 · support@gocrewhand.app