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Send a quote to a client

Build a quote with line items, taxes, deposits, and send it for approval.

From the dashboard

Click + New quote in the contractor dashboard. The form pops up immediately.

Fill it in

1. Client (existing or new). 2. Service category and listing. 3. Line items — add as many as you need. 4. Tax + deposit, if applicable. 5. Click Save & send.

The client gets an email with a public link to approve or decline. You see the status update in real time on /portal/contractor/quotes.


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