Send a quote or request a depositIn Get Paid › Quotes
In Get Paid › Quotes
Send the quote
A quote is built like an invoice — the customer, the work, the price. Once the customer accepts it, it can be turned into the invoice rather than retyped.
Example screenStart here · On a computer
- 1Get Paid
- 2Quotes tab
On your phone: Get Paid → Quotes.
In Get Paid › Quotes
What happens when they accept
The customer types their name to accept, which counts as a signature, and the job lands on your Schedule. You invoice when the work is done.
Example screenStart here · On a computer
- 1Get Paid
- 2Quotes tab
- 3Open the quote
it reads Accepted, or Converted once it became an invoice, which is linked from it.
On your phone: Get Paid → Quotes → the quote.
In Get Paid › Quotes
Ask for a deposit
Set a deposit percentage on the quote. The deposit invoice goes out when they accept; the balance is invoiced when the job is done.
Example screenStart here · On a computer
- 1Get Paid
- 2Quotes
- 3Create quote
- 4Deposit
- 5Collect a deposit up front
- 6Deposit %
Worth knowingA deposit on anything with materials means they are paid for before you buy them.
In Get Paid › Quotes
Let the follow-up run
When the quote follow-ups switch is on, a nudge goes at three days and again at seven, and stops the moment the customer answers.
Example screenRoute 1 · On a computer
- 1Get Paid
- 2Quotes tab
- 3Open the quote for its history
Route 2 · On a computer
- 1Open the follow-ups themselves are in Emails
- 2Sent. Turn them off in Get Paid
- 3Open the Settings tab
- 4Quotes
- 5More options
- 6Quote follow-ups
On your phone: Get Paid → Quotes → the quote; Emails → Sent; Get Paid → the Settings tab → Quote settings → More options → Quote follow-ups.
Ready to do this with your own business?
Quote anything bigger than a service call; an accepted quote is proof of what they agreed to.