You can now create and send professional quotes to your leads or customers — by email or text!

Each quote includes a personalized link where customers can view, approve, decline, or request changes. When they take action, company admins are instantly notified so your team never misses a beat.

Quotes are fully customizable — you can:

• Add line items

• Choose a service frequency (one-time, quarterly, semi-annual, etc.)

• And once approved, convert the quote directly into a scheduled job

Create quotes from:

• The new Quotes page

• The Service tab during a customer flow

• Or while editing a lead

Make your quoting process faster, smarter, and fully on-brand with the new Quotes feature.

Plus, the email and quote page automatically match your company’s branding, using your styles set under Settings → Business → Business Theme, so every quote looks polished and professional.