Financials

Quotes

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Finance feature is in Development and subject to change.

Quotes allow you to produce a costed estimate for a client before raising an invoice. Each quote is linked to a client and contains one or more service lines.

Quote statuses

StatusMeaning
draftBeing prepared; not yet shared with the client.
sentSent to the client for review.
acceptedClient has agreed to the quote.
declinedClient has rejected the quote.

Quote fields

FieldDescription
Quote NumberAuto-generated unique reference per organisation.
ClientThe client this quote is for.
Base CurrencyAll buy amounts are converted to this currency for total margin calculation.
NotesFree-text commentary to include with the quote.

Service lines

Each service line represents a single chargeable service:

FieldDescription
DescriptionWhat the service is.
Supplier Service(Optional) Link to a catalogue entry from your Suppliers list to pre-fill the buy rate.
Unit of Measuremente.g. per job, per day, per kg.
UnitsQuantity.
BuyYour cost for this service.
Buy CurrencyThe currency of the buy amount. If different from the base currency, it is converted automatically.
SellThe amount you will charge the client.
The platform calculates margin (sell − buy converted) per line and in total.

Multi-currency buy costs

If a service is purchased in a currency other than the quote’s base currency, the platform fetches a live exchange rate and stores:

  • The original buy amount and its currency.
  • The converted buy amount in the base currency.
  • The exchange rate used. This gives you an accurate margin view even when your costs span multiple currencies.

Creating a quote

  1. Navigate to Finance → Quotes and click New Quote.
  2. Select a client and set the base currency.
  3. Add one or more service lines. Use the supplier service picker to pull in catalogue rates.
  4. Review the totals and save as draft.
  5. When ready, change the status to sent.