Send a quote and get it accepted
36 sec, filmed in the app on our demo plumbing business
Start freeHow to write and send a quote in OneBookPlus and get it accepted online. Choose the customer, add the work from your saved items, and the GST and the total work themselves out.
Press Send Quote and your customer gets an email with a link. They open it, check the price and accept it with one click, and the quote shows as accepted, ready to schedule as a job. No printing, scanning or chasing a signature.
In this video
- 0:03
Press New Quote
To quote a job, go to Quotes and press New Quote.
- 0:06
The customer and your saved items
Choose the customer, then add the work from your saved items. The GST and the total work themselves out.
- 0:14
Save it and send it
Save it, then press Send Quote. Your customer gets an email with a link to it.
- 0:20
Your customer accepts
They open the link, check the price, and accept it with one click.
- 0:26
Accepted and ready to schedule
The quote shows as accepted, and the job is ready for you to schedule.
Common questions
How does my customer accept the quote?
They get an email with a link to the quote. They open the link, check the price and accept it with one click.
Do I have to work out the GST myself?
No. Add the work from your saved items and the GST and the total work themselves out.
What happens after the customer accepts?
The quote shows as accepted, and the job is ready for you to schedule.
Read more
Read the transcript
Let's send a quote and get it accepted.
To quote a job, go to Quotes and press New Quote.
Choose the customer, then add the work from your saved items. The GST and the total work themselves out.
Save it, then press Send Quote. Your customer gets an email with a link to it.
They open the link, check the price, and accept it with one click.
The quote shows as accepted, and the job is ready for you to schedule.
Start free today at onebookplus.com.au.