Generic Quote Builder

The Generic Quote Builder lets you create custom quotes for projects that do not fit your standard service-based pricing. Open the Manage section in the admin sidebar, click Estimates, then choose New Quote.

When to Use Generic Quotes

Use this builder when:

• The job is a one-off project outside your normal service menu.
• You need to quote specialty work like custom restoration, construction cleanup, or equipment rental.
• A customer requests a service you have not added to your pricing configuration yet.
• You want full manual control over every line item and price.

For standard residential or commercial cleaning, use the dedicated estimate wizards instead. They pull pricing from your configured defaults and save time.

Adding Line Items

Click + Add Line Item to add a new row to the quote. Each row has four fields:

Unit Types

The unit dropdown offers five options:

Managing Rows

• Click + Add Line Item to add more rows. There is no limit.
• Click the delete button on any row to remove it.
• The line total for each row updates automatically as you change quantity or unit price.

Each row's details area also includes an internal Crew Alert field. Use that space for access codes, setup reminders, parking instructions, or other job-execution notes that should stay with the quote internally. Crew Alerts now save with the draft when you reopen the quote later, carry into jobs created from that quote, and show up in both the web job detail view and the mobile crew job screen without appearing on the customer-facing quote page or PDF.

That same details area also includes the customer-facing description text for the line item. Anything entered there now shows under the line title on the shared quote page and in the generic quote PDF, so the office can keep extra scope detail visible to the customer without mixing it into the main line-item title.

Totals Panel

The totals panel on the right side updates in real time as you add or edit line items.

The panel displays:

• Subtotal -- the sum of all line item totals (quantity x unit price).
• Discount -- an optional flat-dollar or percentage reduction.
• Taxable Amount -- the amount remaining after the discount is applied.
• Tax -- calculated from your organization's configured tax rate.
• Total -- subtotal plus tax.

Property Visuals And Photos

As soon as you enter the service address, the Generic Quote Builder now shows the same shared property-visual workspace used in the other quote builders.

The panel gives the office quick context without leaving the quote:

• Street View for the curbside and front-of-property view
• Satellite imagery for rooflines, lot shape, and surrounding access
• CompanyCam links for jobsite photo references
• Site Photos for estimate-linked photo uploads that stay attached to the quote after you reopen it later

On a brand-new standalone quote, the panel will ask you to Save Draft To Enable Photos the first time you open the Site Photos tab. After that draft record exists, photo uploads use the same saved estimate-photo gallery shown elsewhere in CE Pro.

This is especially useful for standalone quotes where you still need location context but do not want to run the full residential or commercial wizard.

Saving and Sending

Three actions are available at the bottom of the page:

When you click Send to Client, the same shared review-and-send modal used by the other estimate and proposal wizards appears. Review the pre-filled email and SMS copy, edit it if needed, and click Confirm & Send.

The customer receives the quote email and, when a phone number is available, the matching text message in the same send action. They can open the quote online, accept it with an e-signature, or decline it.

Generic quotes now preview, send, and reopen through the same shared quote-core customer page. That means the draft save response, customer link, preview tab, resend flow, and acceptance path all point to the same quote record instead of hopping between separate generic-only view logic. The customer-facing page also uses the workspace's organization name in the header instead of a hardcoded platform brand.

If secure customer-link signing is temporarily unavailable, generic quotes that already have a persisted shared /quote/[token] link can still stay interactive. The shared quote page now validates approval, PDFs, payment actions, and other customer interactions against that saved public quote token directly, so customers and office previews can keep working from the shared quote URL instead of dropping into a false read-only state. Older signed estimate-only links still depend on the customer-token signing secret.

If CE Pro cannot generate any usable customer quote link at all, the send flow now stops before delivery instead of emailing or texting a broken quote URL.

Generic quote acceptance now also runs through the shared quote-core acceptance helper. Customer signatures and manual accepted-status changes still behave the same in the UI, but the accepted event log, webhook dispatch, pipeline transition, gamification credit, and accepted-estimate automation all now come from one shared path instead of a separate generic-only side-effect branch.

Saved drafts now reopen in the same Generic Quote Builder instead of dropping you into the residential estimate wizard. Your manual line items, discount, tax settings, and assigned rep are restored when you come back to edit the quote later.

Quote descriptions, internal notes, and estimated hours now round-trip with the saved draft too, so reopening the quote restores the same review context the office had when it was first created.

Quote creation, quote saves, and quote edits now all use the same resilient response path, so a successful draft save no longer shows a false server-error toast after the quote is already stored.

Tips

• Add a detailed description to each line item. Customers trust itemized quotes more than lump-sum pricing.
• Use the correct unit type. Choosing "Sq Ft" or "Linear Ft" shows the customer exactly what they are paying for and how quantities were measured.
• Save as Draft first if you need to verify pricing with a manager before sending.
• Check your tax rate in Settings before sending. The totals panel uses your organization's default tax rate.

Troubleshooting

Line item total shows zero

Make sure both the quantity and unit price fields have values greater than zero. A missing quantity defaults to zero, which zeroes out the line total.

Tax is not calculating

Verify that your organization has a tax rate configured. Go to Settings > Pricing and check the tax rate field. If it is set to zero, no tax will be added.