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servicemate makes quotes easy both for you to create and send and for your clients to accept you can generate quotes on the spot with the mobile app or on the desktop lets start in the dispatch board to create a quote double-click to open the job then click quotes and invoicing enter a description of the work being quoted next add some items by typing in the item field here you can search your labor rates items materials and services or you can create new items on the spot if needed you can change the name or price of a saved item for the current job only it wont affect the saved item anywhere else if you want to edit an items default details go to settings then materials and services you can also change the order of line items on your quote by dragging and dropping when youre done click produce quote whether or not your quote is itemized will depend on the quote template youre using you can change your default quote and invoice templates by going to settings then document templa
