Generate Your First Quote
Learn how to find work orders and use AI to create professional quotes in minutes. Follow this step-by-step guide to submit your first quote.
6-Step Quote Process
From finding work to getting paid - your complete quoting workflow
Find Available Work Orders
Browse the job board for projects in your area
- Go to Dashboard → Work Orders
- Filter by your service categories
- Check location and project scope
- Review client requirements
- Select a project that matches your expertise
Review Project Details
Understand the client's needs and requirements
- Read the full project description
- Check attached photos and documents
- Note special requirements or constraints
- Verify the timeline and budget expectations
- Assess if you can meet the project needs
Generate AI Quote
Let AI create a professional quote using your templates
- Click 'Generate Quote' on the work order
- AI matches the project to your pricing templates
- Review the automatically generated line items
- Check quantities, materials, and labor estimates
- Adjust pricing if needed for custom requirements
Customize and Review
Personalize the quote for the specific project
- Add custom line items for unique work
- Include any special conditions or notes
- Double-check all calculations
- Add your professional notes or recommendations
- Ensure the quote reflects your expertise
Submit Your Quote
Send the professional quote to the client
- Review final quote one more time
- Add any final notes or questions
- Submit the quote to the client
- Receive confirmation of submission
- Quote status changes to 'Submitted'
Follow Up
Stay engaged with the client throughout the process
- Monitor quote status in your dashboard
- Respond promptly to client questions
- Be available for virtual site visits if requested
- Prepare for quote comparisons
- Celebrate when your quote is accepted!
AI Quote Generation Features
How AI makes quoting faster and more professional
🎯Automatic Template Matching
AI analyzes the project description and matches it to your pricing templates
📏Smart Quantity Estimation
Based on project details, AI estimates materials and labor quantities
📄Professional Formatting
Creates clean, professional quotes with proper line items and totals
✏️Easy Customization
Review and adjust any aspect of the quote before submitting
Quote Status Tracking
Understanding what happens after you submit a quote
Work order is open for quotes
You've submitted a quote
Client is reviewing quotes
Your quote was selected!
Quote was not selected
Pro Quoting Tips
Increase your quote acceptance rate with these best practices
Act Fast
Submit quotes quickly - clients often choose the first complete quote they receive.
Be Competitive
Research local rates and position yourself competitively while maintaining healthy margins.
Add Value
Include notes about your experience, special techniques, or additional services you offer.
Ask Questions
If anything is unclear, ask the client for clarification before submitting your quote.
Follow Up
If you don't hear back within a few days, send a polite follow-up message.
Ready to Generate Your First Quote?
Browse available work orders and start submitting quotes. Remember, the faster you respond, the higher your chances of winning the project.