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- Hi, Im Jade from Jobber. Lets talk about how to create a quote in the Jobber app. There are a few ways to start a quote, from a clients profile or by converting a request into a quote. In this video, were gonna build a quote by tapping the quick create menu then selecting quote. At the top of the new quote screen, you will need to select a client for this quote. Tap client to select from your existing clients or create a new client. Next we have the quote overview. Enter a job title for this quote and fill out any custom fields. Next is the work section. Tap line items to select which products and services youre offering. Tap the plus sign to create a new line item. When you create a new line item, select the type as a product or service. Add a name for the line item and a description of the line item if necessary. Next, we need to set the unit price and quantity. On select plans theres an option to include line item images that will appear on the quote. Lastly, you have some t
