Creating quotes

​

What a quote is

A quote is the price you put in front of a customer before the work is agreed. You build it up service by service, send it as a link they can open on their phone, and when they say yes it becomes a job. A quote is a real record from the moment you start it. It appears on your Quotes screen as a Draft straight away, it survives backing out, and picking the flow up again returns you to the same draft rather than making a second one.

​

Starting a quote

There are four ways in, and they all land in the same place: The flow opens on top of whatever page you were already on. Close it without finishing and you stay exactly where you were.

​

Starting from an assessment

When the quote comes from an assessment, you skip both questions — and the quote carries the assessment’s context with it. A Context from Assessment section holds what the customer told you, the photos they sent, your visit notes, and any checklist answers, so you can price the work without flipping back and forth.

​

Adding services to the quote

A quote is a container of services — one row per thing you’re charging for, each with its own price, cadence, and billing. Tap Add your first service (or Add service once there’s one on there) to open the service editor.

​

Start from one of your services

The editor opens with Start from one of your services — a card for each service in your service catalog. The one you’ve used most leads the list with a Most used badge, so the common case is one tap. Each card shows the service name plus how often the work happens and how it’s billed — for example Weekly · subscription billed monthly or One-time · per service.

• Picking a card fills in the name, description, billing type, billing interval, frequency, price, and duration estimate — all still editable.
• Prefer to type this one out? Pick the Custom service card, which clears the pre-filled fields.

​

Fill in the details

• Service name (required) — what you’re providing, e.g. “Weekly Pool Cleaning”
• Description (optional) — what’s included. Line breaks you type are kept when the customer reads the quote.
• Billing type — Per service (billed each time work is completed) or Subscription (billed on a recurring schedule regardless of visits)
• Billing interval (subscription only) — Weekly, Monthly, Quarterly, Semi-annual, or Annual. The recurring billing day is set automatically from the day the quote is accepted, so there’s no separate field to fill in.
• Service frequency — One-time, Weekly, Bi-weekly, Monthly, Every 2 months, Quarterly, or Every 6 months
• Price (required) — what the customer pays per service or per billing period
• Tax rate (optional) — entered as a number, e.g. 6.625 for 6.625% tax. Defaults to 0% — leave it if you don’t charge tax. ProBase never sets, suggests, or verifies a rate for you, so confirm the correct rate for the service and the customer’s location. Three decimal places are supported for precise local rates.
• Start date and time (optional) — when this service would first run. Setting it means accepting the quote books the first visit for you.

Tap Save and the service joins the quote.

​

Line items

Inside a service you can add line items — small extras billed alongside it, like a dump fee or a bag of chemicals. Each is just a name and a price. Line items ride the service’s own cadence and tax: on a recurring service they’re billed on every visit, alongside the service; on a one-time service they’re billed once. If an extra runs on its own schedule, add it as a separate service instead. Tap Add a line item to add a row, or the bin icon to remove one.

​

Editing or removing a service

Tap any service row on the quote to reopen the editor with that service’s details loaded. Change what you need and save.

​

Discounts

Discounts can go on a single service or across the whole quote. Either way the customer sees the discount spelled out on their copy — it’s never hidden inside a lowered price.

​

Discount one service

In the service editor, type a value into the Discount field. As soon as you do, ProBase asks how often it should apply:

• Every time — comes off every invoice for this service
• Just once — comes off the first invoice only

Add a label so the customer knows what they’re getting — “Veterans discount”, “New customer”, and so on. The label is what shows on their quote.

​

Discount the whole quote

Below the services, tap Add a discount on the whole quote. Enter an amount and a label, and the sheet previews the exact money as you type — Comes off the first invoice · $15.00. Once saved, the totals line reads exactly as the customer will see it — New customer -$15.00 off your first invoice.

​

What the customer reads

Two written fields sit under the services, and they’re saved as you type. Tap Done to collapse either one.

• Customer message — appears at the top of the quote the customer opens. Use it for the one thing you’d say out loud: why this option, what happens next.
• Private notes — for you and your team only. The customer never sees these.

​

Terms and expiry

The Terms block holds the Valid until date — the day the quote stops being open for acceptance. Your default terms live in settings, and every new quote starts from them. Editing the terms on a quote changes that quote only — and changing the default later never rewrites a quote you’ve already created.

​

Preview it as the customer

Before you send, check what the customer will actually see. Open the More menu on the quote and choose Preview as customer. The preview is the real customer page with the decision buttons switched off — it reads Your customer approves or declines here. so you can’t accidentally accept your own quote. Back to quote returns you to editing.

​

Next steps

• Managing quotes — send the quote, track the answer, and turn a yes into a job
• Working assessments — when you need a look before you can price the work
• Creating jobs — for work that’s already agreed
• Managing your service catalog — make every quote faster to build