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What are quotes?

In Probase, “quotes” is a general term for creating either Proposals or Assessments for customers. The system provides a guided multi-step wizard that helps you create the right type of work based on your situation. Two types of quotes:
  • Proposals - Formal quotes with pricing that you send to customers for review and approval before starting work
  • Assessments - On-site evaluation appointments where you visit the property first to evaluate needs, then create a proposal afterward

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When to use each type

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Create a Proposal when:

  • You can quote the work without visiting the property first
  • The customer knows exactly what they want and you know the scope
  • You’re providing a standard service with known pricing
  • You want to send a formal quote for customer approval before starting

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Create an Assessment when:

  • You need to visit the property before providing accurate pricing
  • The scope of work is uncertain and needs on-site evaluation
  • It’s a complex or custom project requiring inspection
  • New customer inquiries where you need to see the property first
If work is already confirmed and doesn’t need a quote or assessment, create a Job directly instead. See Creating jobs.

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How to create a quote

The quote creation wizard guides you through a simple 4-step process.
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Step 1: Open the quote creation wizard

Click New Quote from the dashboard, Quick Actions menu (bottom-right floating button), or from a customer/property page to open the wizard.The wizard remembers your progress, so you can navigate back and forth between steps. If you access the wizard from a customer or property page, those steps will be pre-filled and skipped.
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Step 2: Choose what to create

Select whether you’re creating a Proposal or an Assessment.
  • Proposal - You’ll provide pricing details immediately for work you can quote without a site visit
  • Assessment - You’ll schedule an on-site visit first to evaluate needs before creating a proposal Intent step
This step also shows which customer and property you’ve already selected (if coming from a customer/property page).Intent with customer and property params
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Step 3: Select or create customer

Choose an existing customer or create a new one (skip this step if you came from a customer page).Customer stepTo select an existing customer:
  1. Type the customer’s name in the search box
  2. Results appear as you type
  3. Click on the customer to select them Customer search results
To create a new customer:
  1. Click New Customer
  2. Fill in their information:
    • First Name (required)
    • Last Name (required)
    • Email (optional)
    • Phone (optional)
  3. Click Save New customer form New customer filled
The wizard automatically moves to the next step after you select or create a customer.
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Step 4: Select or create property

Choose which property address the work is for, or create a new one (skip this step if you came from a property page).Property stepTo select an existing property:
  • Click on any of the customer’s properties shown in the list
To create a new property:
  1. Click New Property
  2. Fill in the address:
    • Address Line 1 (required) — Start typing and address suggestions will appear. Select one to auto-fill the city, state, and ZIP code fields automatically.
    • Address Line 2 (optional) — Apartment, suite, or unit number
    • City, State, ZIP code — Filled in automatically when you select an address suggestion, or enter manually
  3. Click Save New property form New property filled
The property address is automatically geocoded for accurate mapping and route optimization.
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Step 5: Enter details

The final step depends on whether you’re creating a Proposal or Assessment.For Proposals: Fill in the quote details including pricing and service information. See Creating proposals below.For Assessments: The form auto-fills the assessment name based on the property address (e.g., “Assessment for 123 Main St”). You can customize the name if needed. See Creating assessments below.

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Creating proposals

When you select “Proposal” in Step 2, the final step shows a proposal creation form. Proposal details

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Fill in proposal details

Service Information:
  • Name (required) - What service you’re providing (e.g., “Weekly Pool Cleaning”)
  • Description (optional) - Details about what’s included in the service
Pricing:
  • Price (required) - Amount customer pays per service or per billing period
  • Tax Rate (required) - Tax percentage (e.g., 8.25 for 8.25% tax)
Billing Configuration:
  • Billing Type - Per Service or Subscription
    • Per Service - Customer billed each time work is completed
    • Subscription - Customer billed on recurring schedule regardless of visits
  • Billing Interval (subscription only) - Weekly, Monthly, or Annual
  • Billing Day (subscription only) - Day of period to bill (e.g., 1st, 15th)
Service Frequency:
  • Service Interval - How often work is performed
    • One-time (0 days)
    • Weekly (7 days)
    • Bi-weekly (14 days)
    • Monthly (28 days)
Optional Scheduling:
  • Proposed Start Date - When work could begin
  • Estimated Duration - Minutes per visit
  • Valid Until - Proposal expiration date
Proposal form filled

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Submit the proposal

After filling in the details, click Create Proposal. Proposal created The proposal is created in “Draft” status and you’re taken to the proposal detail page where you can review, edit, and send it to the customer. See Creating proposals for details on reviewing, sending, accepting, and declining proposals.

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Creating assessments

When you select “Assessment” in Step 2, the final step shows a simpler assessment creation form. Assessment details The assessment name is automatically filled using the property address (e.g., “Assessment for 123 Main St”). You can customize this name if needed. Assessment prefilled

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Submit the assessment

Click Create Assessment to create:
  1. An Assessment service with “Draft” status
  2. An initial appointment for the on-site visit (scheduled for the proposed date if provided)
Assessment created You’re redirected to the customer’s property page where you can see the newly created assessment service.

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Schedule the assessment visit

If you didn’t provide a proposed start date, you’ll need to schedule the assessment appointment:
  1. Click on the assessment service
  2. Click Schedule Appointment (appears near the top of the service detail page)
  3. Select the date and time for the site visit
  4. Optionally assign a crew
  5. Click Create Appointment

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Complete the assessment

After visiting the property and evaluating the work needed:
  1. Open the scheduled assessment appointment
  2. Click Complete Appointment
  3. You’ll go through a 2-step completion wizard:
    • Step 1: Assessment - Enter notes about what you observed and upload photos
    • Step 2: Create Proposal - Fill in pricing and service details for the formal proposal
The assessment completion wizard pre-fills the proposal form with information from the assessment, making it easy to convert your observations into a formal quote. See Completing jobs for detailed instructions on the completion workflow.

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Quick quote creation shortcuts

The wizard supports URL parameters to skip steps when you already have context: From a customer page: Clicking “New Quote” from a customer page automatically pre-fills the customer and skips the customer selection step, jumping directly to property selection. From a property page: Clicking “New Quote” from a property page automatically pre-fills both the customer and property, skipping those steps and taking you directly to the intent and details form. These shortcuts are used automatically when you click “New Quote” buttons throughout the app, making it faster to create quotes in context.

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After creating a quote

For Proposals:
  1. Review the proposal details on the proposal detail page
  2. Send it to the customer for approval
  3. Accept or decline based on customer response
  4. When accepted, a Job service is automatically created with the first appointment scheduled
For Assessments:
  1. Schedule the assessment appointment (if not already scheduled)
  2. Visit the property and evaluate the work needed
  3. Complete the appointment and create a proposal during the completion wizard
  4. Review and send the proposal to the customer
  5. When accepted, a Job service is automatically created

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Best practices

Use assessments for uncertainty - If you can’t accurately quote without seeing the property, create an assessment first. This ensures you can provide accurate pricing based on what you observe. Proposals for known work - If you know the scope and pricing (e.g., standard services), skip the assessment and create a proposal directly to speed up the sales process. Set valid until dates - Add expiration dates to proposals to create urgency for customer decisions and protect yourself from pricing changes. Include detailed descriptions - Help customers understand exactly what’s included in your quote. The more specific you are, the fewer questions they’ll have. Use the Quick Actions menu - Access quote creation from anywhere in the app using the floating action button (FAB) in the bottom-right corner.

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Next steps