Generic Quote Builder
Create custom quotes with manual line items for ad-hoc projects.
Generic Quote Builder
The Generic Quote Builder lets you create custom quotes for projects that do not fit your standard service-based pricing. Navigate to Admin > Estimates > New Quote to open it.
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 builders 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:
| Field | Description |
|---|---|
| Description | Free-text description of the service or item |
| Quantity | Number of units |
| Unit | Measurement type for this item |
| Unit Price | Price per unit in dollars |
Unit Types
The unit dropdown offers five options:
| Unit | When to Use |
|---|---|
| Flat | Fixed-price items with no quantity multiplier |
| Each | Per-item pricing (e.g., per window, per fixture) |
| Sq Ft | Area-based pricing (e.g., floor cleaning, surface treatment) |
| Linear Ft | Length-based pricing (e.g., gutter work, fencing) |
| Hour | Time-based pricing (e.g., labor charges, consultation) |
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.
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).
- Tax -- calculated from your organization's configured tax rate.
- Total -- subtotal plus tax.
Saving and Sending
Two actions are available at the bottom of the page:
| Button | What It Does |
|---|---|
| Save as Draft | Saves the quote without sending it. You can return to edit it later from the estimates list. |
| Send Quote | Opens the send modal where you choose email, SMS, or both. |
When you click Send Quote, the same send modal used by the residential estimator appears. Choose your delivery method, review the pre-filled message, and click Send.
The customer receives a link to view the quote online. They can accept it with an e-signature or decline it.
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.
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