Use the Quote Assistant

Build a draft quote step by step from the job type, labour, machinery, materials and waste.

Last updated 21 Oct 2026

The Quote Assistant walks you through the inputs for a quote and suggests line items you can review before creating a draft.

Before you begin

You need permission to create quotes. Choose the customer and, where relevant, the property the work is for.

Open Quote Assistant and complete Customer and Property.
In Job Details and Cost Inputs, choose the job type and enter labour hours, crew size, machinery, material and waste or tip allowances.
Select Generate Suggested Items, then review the Suggested Line Items.
Check Pricing Review, then select Create Draft Quote.

Items are matched to your Price Book first. Anything that cannot be matched is flagged for manual price review, so check every line before you send.

The draft opens as a normal quote. Edit it as needed, then send it to the customer.

Your response is used to improve this documentation.

Build a quote from service, labour or manually entered items and review its commercial detail before sending.

Use quote status and customer response to distinguish a draft proposal from sent, accepted, declined or cancelled work.

Review the recipient and proposal before sending, then use the recorded response to choose the next workflow.