How to create and send a quote

Before you start

• Have the customer, optional job, services, and prices ready.
• If the customer does not exist yet, you can create the customer from the quote form.
• If you apply tax, confirm the tax rate before saving.

1. Create the quote

1. Go to Quotes and click Create quote.
2. Enter a clear title for the work.
3. Select the customer or use Create new customer.
4. Choose whether the service is One-time or Per visit.

New quote form with customer, service type, and service lines.

2. Add services, tax, and total

1. Add each service or material on its own line.
2. Adjust quantity and unit price.
3. Click Add line if you need more services.
4. Turn on Apply tax and enter the rate when needed.
5. Review subtotal, tax, and total before saving.

IMPULSO calculates the total as you add services and a tax rate.

3. Save and review

1. Click Save.
2. Review the quote number, status, and financial summary.
3. If you need to correct something before sending, click Edit.

A newly saved quote stays in Draft until you send it.

4. Send to the customer

1. From the quote detail page, click Send.
2. Select Email.
3. Review the recipient, subject, and message.
4. When everything is correct, click Send email.

Before sending, confirm that the recipient and subject are correct.

5. States you may see

Quote states show where the quote is in the customer workflow and what should happen next.