Quoting Win More Jobs With Faster Quotes
Create professional quotes in seconds, track when customers view them, and convert accepted quotes to invoices with one click.
- New quote
- Under 60 seconds
- Tracking
- Sent, viewed, accepted
- Expiry
- Any date, or never
- Accepted
- One tap to an invoice
A quote that tells you where it stands.
A quote in Servicebay, from the first line to the customer's yes. Pick a part to see what it does.
Sent, viewed, accepted
Know the moment the customer opens it.
Customer Accepted
Got a yes on the phone? Mark it accepted yourself.
Expiry
A date that adds urgency, or never expires.
Linked job
Quote from a diagnostic visit and keep them connected.
Line items
Services from your catalog, with tax worked out.
Reply-to
Customer replies land in your business inbox.
Convert to Invoice
Accepted? One tap and it is an invoice.
Send it. Watch it land.
Send the quote and follow it from your screen: sent, viewed, accepted. No chasing to find out where it is.
From yes to invoice without retyping.
The customer accepts from the link, the quote keeps its deadline, and the invoice is one tap away.
A yes from the link.
The customer opens the quote in any browser and accepts it with one tap.
A deadline that works for you.
Set the quote to expire in 7, 14 or 30 days, on a date you choose, or never.
One tap to invoice.
Convert an accepted quote and every line, price and tax rate carries over.
Frequently Asked Questions
Can I create a quote directly from a job ticket?
Yes. Create a ticket for the diagnostic, then generate a linked quote. When the customer accepts, convert to an invoice, all linked to the original ticket.
Is there a free way to estimate a quote total before I open Servicebay?
Yes. Use our free job quote calculator at https://servicebay.io/tools/job-quote-calculator. Stack call-out, labour, materials, and tax with no signup. For the rate behind labour lines, try https://servicebay.io/tools/hourly-rate-calculator.