Quotes & Job Management

How do I create a flat-rate quote?

Enter the pre-tax plumber amount, document the scope, and send the quote for customer approval.

Inspect and define the scope

Document the issue, proposed work, included materials, exclusions, permits, and conditions that may require a revised quote.

Enter your pre-tax amount

Enter the amount your plumbing business requires before tax. The app displays the plumber-side taxes and total payable to you.

Review the customer-facing calculation

The platform applies its configured amount, booking credit where eligible, and customer taxes.

Send for approval

The customer reviews and signs through the web platform. The quote remains valid for 30 days unless the quote states otherwise.

Open plumber app