Use a quote to describe and price work before it is accepted. Add the customer and check their email address before you begin.
Instructions for your platform
Choose where you’re using Surehand. We’ll remember your selection for the next guide.
Create a quote on the web
- Open Quotes.
- Choose New Quote.
- Select the customer.
- Check the quote date and Valid Until date.
- Add at least one line item.
- Add customer-facing terms or notes where needed.
- Save the quote.
Open the saved quote and review the customer-facing document before choosing the send action. Confirm the email recipient.
Create a quote on iPhone or iPad
- Open More → Quotes.
- Use the + action.
- Select the customer and check the dates.
- Choose Add Line Item.
- Add the description, quantity, price and any recurring pattern.
- Add terms or notes where needed.
- Choose Create.
Open the saved quote, review it and confirm the recipient before sending.
Create a quote on Android
- Open More → Quotes.
- Use the + action.
- Select the customer and check the dates.
- Choose Add Line Item.
- Add the description, quantity, price and any recurring pattern.
- Add terms or notes where needed.
- Choose Create.
Open the saved quote, review it and confirm the recipient before sending.
Build clear line items
For each item:
- Select a service when an existing service matches the work.
- Write a description the customer will understand.
- Set the quantity and unit price.
- Check the line total and tax.
The description is what the customer sees. You can adjust it without renaming the underlying service.
Describe recurring work carefully
When quoting for repeating work, mark the relevant line as recurring and describe the frequency clearly—for example, Every four weeks rather than Monthly when that distinction matters.
A recurring line describes the proposal. Check the resulting schedule when accepted work is turned into jobs.
Review and follow the status
After sending, use the status to see whether the quote is draft, sent, accepted, declined or expired. Do not resend an expired or declined quote as though it were still current; create or update the proposal first.