Quotes on a job

Quotes can be imported from CounterGo/Moraware or managed directly on the job.

Steps

1. Open the job and go to the Quotes panel.
2. Click Import CounterGo quote and upload the PDF (or enter quote metadata).
3. Review line items parsed from the PDF.
4. Approve the quote when the customer accepts.
5. Send to customer via email — triggers deposit/milestone invoicing per your payment terms.

Screenshot: Quotes panel on job detail showing imported CounterGo quote with approve and send actions. (App route: /dashboard/jobs/[id])

Related

• CounterGo / Moraware
• Approve and send a quote
• Payment terms