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Job Quotes

Create professional quotes with job details, waste types, and itemised pricing. Send to clients and track responses.

What are job quotes?

Job Quotes let you send professional, itemised quotes to clients before starting work. Each quote includes job details (site address, waste description, EWC codes, container type), line items with pricing, and optional VAT. Clients receive the quote by email and can accept or decline it with one click — no account needed.

Quote lifecycle

A quote moves through five statuses: Draft (saved but not sent), Sent (emailed to the recipient), Accepted (client clicked Accept), Declined (client clicked Decline), and Expired (past its expiry date without a response). You can track every quote's status from the Quotes list page.

Quotes list

The Quotes page shows all your quotes with status tabs for filtering: All, Draft, Sent, Accepted, Declined, and Expired. Use the search field to find quotes by number, client name, or description. You can also export your quotes to CSV for reporting.

Client response

When you send a quote, the client receives an email with a link to view it. The page shows the full quote with your branding. At the bottom, two buttons let the client accept or decline. Their response is recorded instantly and you receive a notification. No login or account is required from the client.

Quote actions

From any quote detail page, you can Send (or Resend) the quote by email, Duplicate it to create a new quote with the same details (useful for repeat jobs or revised pricing), or Delete a draft quote. Sent quotes cannot be deleted, but you can duplicate and revise them.

Duplicate for revised quotes
If a client declines a quote, duplicate it, adjust the pricing, and resend. The duplicate creates a fresh draft with a new quote number, keeping the original on record.
Quotes vs Invoices
Quotes are sent before work starts to agree on pricing. Invoices are sent after work is complete to request payment. Both live in the same module and follow a similar workflow.