How building a quote will work

The in-product quote builder is core quoting work (Phase 2 on the roadmap) and hasn't shipped yet — today's dashboard only manages your account and organisation. This article describes the real intended flow, sourced from the actual product design, not a rough idea.

1. Start from a template populated with common services for your industry.
2. Add items, quantities and site photos from your phone or desktop.
3. Mark items as optional extras your customer can toggle on or off.
4. Send it as a branded, professional quote page — not a PDF that disappears into an inbox.

For the full walkthrough including what happens after a quote is sent, see the How it works page.