Create, send and accept a quote
Price new work, send a PDF and turn an accepted quote into a job.
Create the quote
- Open More, then Quotes.
- Choose a client or enter the prospective client’s details.
- Add each service, extra or discount.
- Set how long the quote remains valid, then save.
Send it
Open the quote and choose Send / Download PDF. Broom keeps the quote open while the client decides.
Record the decision
Choose Mark Accepted or Mark Declined. When a quote is accepted, you can create the client or property and schedule the first clean from the agreed work.