Send a quote
Build a quote with services and prices, then share a link your customer can open to accept it.
A quote (or estimate) shows a customer what the work will cost before they say yes. They open it from a link and accept it on their phone by typing their name as a signature.
Make the quote
- Quotes live inside Jobs. In the sidebar, open Jobs and click Quotes. On your phone, tap More, then Quotes under Jobs.
- Tap New quote. Shortcut: on Home, tap New, then New quote.
- Pick the Customer, or tap New customer.
- Type a Quote title if you like, and check the date under Quote expires.
- Under Vehicles & services, pick the customer's vehicle, or pick Quote without a vehicle. Then tick the services and tap the add button. Prices fill in, and you can change them.
- Under Pricing, tap Add discount if you want one, and type the Tax (%).
- Under Notes & terms, add Notes for the customer and check the Terms & conditions.
- Tap Save & review. Nothing is sent yet.
Share it with the customer
- On the quote, tap Send quote. A window opens.
- Tap Send quote in the window. This turns on the customer's link, so the draft can't be edited after this.
- Your texting app opens with the message and link ready. Press send there. If the customer has no phone number on file, an email opens instead. To email someone who has a phone number, tap Send by email instead.
- Need the link again? Tap Send quote on the quote. Tap Copy to paste the link anywhere, or View customer page to see what they see.
Utopia doesn't send the quote for you. The text or email goes from your own phone.
What happens next
The quote shows Sent, then Viewed when they open it. When they accept, it shows Accepted. If they say yes by phone or in person, open the quote and tap Record acceptance, then Customer has accepted.
Next, turn the quote into a job.
Didn't work?
Send quote is gray
Add at least one service to the quote first.
Nothing opened when I tapped Send quote
The customer has no phone or email on file. The link is on now, so tap Copy and paste it in a message yourself.
It won't save with two vehicles
One quote can hold one vehicle. Make a separate quote for each vehicle.
I need to change a quote I already sent
Open it, tap the ⋯ menu, and tap Edit and send an update. Your customer gets the update to approve and can still see the first version. Accepted quotes can't be changed. Change the job instead.