New Quote

WO #

Date

Customer Information

Customer Name *

Phone

Street Address

City

State

ZIP

Customer Type *

Description of Work

Labor

Category	Description / Notes	Hours	Rate / Hr	Total

Materials & Parts

Part / Description	Qty	Unit Cost	Markup	Sell Price	Line Total

Miscellaneous / Other

Description	Qty	Unit Price	Total

Notes

Customer Notes (shown on quote)

Internal Notes (not on quote)

Labor Subtotal$0.00

Materials Subtotal$0.00

Misc Subtotal$0.00

Subtotal$0.00

Tax Rate $0.00

TOTAL$0.00

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Admin Access

Enter your password to access admin settings.

Security

Change the admin password.

Current Password

New Password

Confirm New Password

Customer Types

Define customer categories. Labor rates for each type are set in the Labor Rates section.

Customer Type Name	Actions

New Customer Type Name

Labor Categories

Define labor types (e.g. Lead Tech, Helper, Travel Time). Rates are set per customer type in Labor Rates.

Labor Category Name	Actions

New Labor Category

Labor Rates

Set the default hourly rate for each combination of customer type and labor category.

Material Markup Tiers

Set markup percentages based on the cost of the item. Sell price = cost × (1 + markup%).

Min Cost ($)	Max Cost ($)	Markup %	Actions

Min Cost ($)

Max Cost ($)

Markup %

Tiers are evaluated in order — the first matching range applies. For no upper limit, enter 999999 as the max.

Parts Library

Common parts available for selection when building a quote. Users can also add freeform parts.

Part Name	Description / Notes	Actions

Part Name

Description (optional)

Tax Rates

Define tax rates available when building a quote. Select the applicable rate on each quote.

Name	Rate (%)	Actions

Name

Rate (%)

States

Manage the states available in the service address state dropdown.

Add State / Province

Quote Settings

Configure quote numbering and default terms.

Default Terms / Notes (appears on all quotes)