Navigate to [https://secure.getjobber.com/home](https://secure.getjobber.com/home)
2
Click here.
Zoom Saved
3
Add the client name unless creating from client profile or converting a request
Zoom Saved
4
Choose name or creat a new client
Zoom Saved
5
Click the "Title" field to add the Quote Title which will eventually become the job name if approved. **Clients cant see this**
Zoom Saved
6
Click the "Name" field to add your line item
Zoom Saved
Tip! Creating new product and service names can cause bookkeeping and reporting issues. Try to use these strategically and limit creating new ones. Descriptions should be used to give further information and differentiators
7
Click the "Description" field add details of the line item
Zoom Saved
8
Click the "Qty" field to update quantities if needed
Zoom Saved
9
Click the "Unit Price" field if different from saved amount
Zoom Saved
10
Click the "Total" field or hit tab to get it to calculate the total based on qty and unit price
Zoom Saved
11
Click this button if you need to add a photo
Zoom Saved
12
Click "Add Line Item" to add an additional line if needed
Zoom Saved
13
Click "Add Optional Line Item" if you would like to give the client options
Zoom Saved
Tip! If taking a deposit on a quote with line items you will have to set the deposit using % as opposed to $
14
Click "Add Text" to add notes or preset text that has been saved as services
Zoom Saved
15
Click the "Client message" field if you need to add any notes to the quote. if you have a default message in settings your text will share this space with the default message after sending
Zoom Saved
16
Click "Add Discount" if you want to add a discount
Zoom Saved
17
Click this dropdown. to change from $ to %
Zoom Saved
Was this Scribe helpful? Save this document for future reference.
Save for Later
Have something to say?Create an account to leave messages for the author to see!Create an account
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe