Sending & Tracking Quotes

Step by step

1. 1

   Send it

   Hit Send quote and Jobbit emails your client a professional quote page — using your email template.

2. 2

   Clients respond online

   Your client opens a link where they can approve or decline — no printing, no scanning, no chasing.

3. 3

   Track every status

   Quotes move through Draft, Sent, Approved, Declined and Expired with colour-coded chips across the app.

4. 4

   Convert to invoice

   Won the work? Convert to invoice copies everything across — items, prices, client — in one click.

5. 5

   Keep notes on the thread

   Track phone calls and variations in the quote's notes so the paper trail stays in one place.