Quote Management
You work hard to get leads. Make the most out of these business opportunities.
Impress potential clients with detailed, professional quotes.
With Jobber’s quote management software, create, send, and track professional quotes all from one place.
Customize Jobber quotes with your company branding, and easily include important details such as discounts, required deposits, and contract terms.
Need to see a property in person? You can schedule on-site assessments to start the quoting process.
If a client requests an updated quote while you’re out in the field, no problem. You can edit, create, and send quotes all from the Jobber app on your phone.
Available on all plans. Visit Pricing
On-site Assessments
If you need to gather more information before you can create a quote for a client, you can schedule an on-site assessment.
Your client gets a reminder before the assessment date, and the team member responsible for the assessment has all the information they need in the Jobber app.
Once you have all the details in hand, you can convert an on-site assessment to a quote or job.
Quote Approval
Your clients can approve and request changes to quotes in your client hub.
In your Jobber account you can see the status of all your quotes, and have a solid understanding of what steps your clients have taken towards booking your services.
Signature Collection
If your business requires signatures to move forward with work, you can collect a signature when a client clicks ‘Approve’ on a quote.
Quote History
Keep and access all of your quotes in Jobber. Filter by date sent and status to easily identify opportunities for follow-up and to track your wins.
Quote Reminders
Generate follow-up reminders, so that none of your quotes are left collecting dust. If a quote status doesn’t change from sent to won within a set amount of time that you specify, Jobber automatically adds a reminder to your list of tasks.
One less to-do on your list, and more work in your calendar.
Quote Deposits
Collect deposits from clients in order to move forward with work when you enable Jobber Payments (only available to our customers in the United States and Canada) or Stripe.
Enable our signature collection function and you’ll ensure your clients are doubly committed to their scheduled work.
Client Records
Clients can view current and past quotes on your client hub and any changes made in Jobber or client hub are updated in real time.
