Quotes

What it’s for — a Quote is your price offer for a piece of work. You build it line by line, send it to the customer, and when they say yes it turns straight into a Job — no re-typing.

When you’d use it — whenever a customer asks “how much?” before committing.

The Quotes list

Open Quotes from the sidebar. Each row shows the quote number, its status, the date issued, and the total. A quote moves through: Draft → Sent → Accepted → Converted to job (or expires / is rejected).

⤢

The life of a quote at a glance. 'Converted to job' means the customer accepted and the work is now a live job.

How to create and send a quote

1. Click + New quote.

2. Pick the customer (from Contacts) and add line items — each with a description, quantity and price. Craneye totals them for you, with tax.

3. Save as Draft while you’re still working on it. When it’s ready, mark it Sent and share it with the customer.

4. When the customer accepts, set the quote to Accepted, then Convert to job — the job is created with the crane rows already filled in.

Itemised for you, simple for them

You build the quote in detail internally, but you can present a tidy client-facing view per quote — the customer sees a clean total, not your internal breakdown.

What 'convert to job' does

Converting copies the quote’s cranes onto a new job as proposed assignments. They only become firm once you confirm them at the dispatch safety gate — so accepting a quote never skips the compliance checks. See Dispatch & the safety gate.

Common questions

• Can I edit a quote after sending it? Yes — update it and re-send. Once it’s converted to a job, further changes happen on the job.
• Do quotes expire? You can set an expiry date; expired quotes are marked so you know to follow up or re-issue.

Related

Contacts Quotes are addressed to a client contact.

Jobs An accepted quote becomes a job.

Invoices Bill the work once it's done.