How it works
From enquiry to yes, step by step
Quote Desk is a short path: the job comes in, you turn it into lines and a total, the customer presses Accept on their phone. Here is each step as it is in the dashboard, including the bits you do once and never again.
Sign up in a couple of minutes
Business name, email, a password of ten characters or more, and your Australian mobile. We text a six-digit code to the mobile and you type it in. On Free you also tick the consent box; on Starter or Crew you go to a card payment page instead. A welcome email asks you to confirm your address.
Confirm your email early. Until you do, customer replies to your quotes cannot come to you, and the accept page only offers your mobile as the way to ask a question.
Type in your price list
Price list in the side navigation. Item, price in dollars, unit. Call-out fee, 120, each. Labour, 95, hour. Add the ten or twenty things you quote every week. Anything else you will type in on the quote itself. Remove and re-add an item to change its price.
Get the enquiry in
Your Enquiries page shows a forwarding address of your own. Forward the customer's email to it and the enquiry appears with their name and what they wrote. For a phone job, open Add an enquiry by hand and paste in what they asked for. On Crew, a form on your website posts enquiries in as well.
Build the quote
Press Quote this on the enquiry. The customer's name and email are filled in and their message sits above the form so you can read it while you price. Each line: pick from your price list or type a description, a whole-number quantity and a price. Write the note. Save draft.
The note is where the conditions live: what is included, what is not, when you can start, how long the price holds, whether GST is in. Quote Desk adds no GST line, so say it yourself.
Read it, then send
Save draft opens the quote's own page laid out the way the customer will see it: lines, quantities, totals, your note. If it is right, press Send to customer. One email goes to them in your business name with the lines and the link. The quote moves to Waiting on the customer. If it is wrong, leave the draft and build a new one; only sends count.
Switch on follow-ups
On Starter or Crew, the sent quote shows Follow up automatically (2, 5 and 10 days). Press it. Three short reminders are scheduled from that moment, each with the accept link. The quote's page shows how many are still to go. Free accounts see the button with a note that follow-ups start on the paid plans.
The customer answers
They open the link on their phone, see your business name, the lines and the total, and press Accept this quote or No thanks. A decline asks one optional question about why. Your quotes page moves it to Won or Lost with the date, any remaining follow-ups are cancelled, and the Lately panel on your overview shows the change.
After that
After the yes, the job is yours to run the way you run it now. Quote Desk does not invoice, take deposits or schedule the work. It keeps the accepted quote, with every line and the date the customer pressed Accept, on the quote's page for as long as your account exists.
If the customer declines, the reason they gave sits under the lines. Read a few of those in a row and you learn something about your pricing or your wording that no amount of guessing would tell you.
The month's count of quotes and enquiries is on the overview and in the side navigation. On Free, the send button stops at 5 quotes and tells you so; nothing is charged and the count resets on the first of the month, Melbourne time. Starter lifts that to 60. Crew removes the limit.
Send the next one from the ute.
Free is five quotes a month with no card. If you send more than that, Starter is $39 a month. Either way the set-up is typing in your price list.