How to create a quote for a customer
Flobot makes it simple to create quotes and estimates. The advantage of creating them on Flobot is that you can work out your costs at the same time, send them directly to the customer and keep a record of who has seen the quote.
On the left naviagtaion screen select 'Quotes' the click the '+' sign to create a new quote.
Brief description of job
Fill in a brief description of the job and how long it is likely to take. This information is useful to your customer and is the sort of thing that saves you dealing with a phone call or an email about it.
Adding quote information
Now you can add line items to your quote. Click the '+' symbol to open up a line item.
Showing the customer information
Now this screen looks complex but its actually very simple. You can choose whether to show the price of this line to the customer or not. Then use the click down boxes to determine what kind of cost it is.
- Viewable - show the customer this price or not
- Type of entry - basically is it labour or materials and some other options
- Quantity - self explanitory
- Purchase price per unit - how much I buy the widgets or labour for
- Sales price per unit - how much I am selling them to the customer for
- Everything else is just ways to add mark-up
- Flobot works out the price for you and adds the tax
All the costs have been added
Once all the costs have been added you will see that Flobot has totaled everything up and even asked for a deposit amount.
Add a description
Tell the customer what you are going to do by adding a description of works. Add pictures or even just cut and paste this information from a template.
Preview the quote
When you are happy with everything click 'Preview the quote' to give it a final check and see what the customer will see. Notice here that there are 2 other options to just create an invoice from the quote or create charges. Don't worry about these now but they speed up your invoicing process after the job has been done.
Send the quote
Now send the quote to the customer. Job done.
An example of the quote
This is an example of what the customer gets. Note that they can accept the quote electronically. If that happens you will get an email telling you that this quote has been accepted and take the next steps - probably taking a deposit and making an appointment for the project - and you know how to do these already.
Watch the video of how to build a quote or estimate
What no video? Click here and find it on youtube