Features

Quotes

Quotes let you send line-item estimates to clients before or during a job. Clients can view, accept, decline, and optionally sign quotes directly from the customer portal.

Creating a quote

Quotes are created from within a ticket. Open the ticket, go to the Quote tab, and click New Quote.

A quote contains:

Line items: each has a description, quantity, and unit price. The total is calculated automatically
Notes: optional free-text shown at the bottom of the quote
Require signature: when enabled, the client must type their name to accept
Valid until: optional expiry date shown on the quote
Deposit: optionally require a deposit before work begins. Set a fixed dollar amount or a percentage of the total. If Square is connected, the customer is presented with a prefilled Square checkout link for the deposit amount on the acceptance page

Line items

Each line item has a description, quantity, and unit price. Items can be reordered by dragging. You can also click Import from URL to pull product details from a web page. Servelo fetches the page and extracts the name, description, and price automatically.

Sending a quote to a client

Build the quote and review line items
Click Send to Client. This emails the client a link to view the quote in the portal. You can optionally CC yourself on the email.
The client clicks the link, sees the full quote with your branding, and can accept or decline
If signature is required, they must type their name before accepting
Your team is notified when the client responds

ℹ️ Once a quote is sent, the Client and Ticket fields lock to prevent accidental reassignment. The quote status is shown as a read-only badge. Edit the line items and notes freely; resend to update the client.

Quote statuses

Status	Meaning
Draft	Created but not yet sent to the client
Sent	Emailed to the client, awaiting their response
Accepted	Client clicked Accept (and signed if required)
Declined	Client clicked Decline

Deposits

A deposit can be set on any quote as a fixed amount or a percentage of the quote total. When a customer accepts a quote that has a deposit configured:

If Square is connected, a prefilled Square checkout link for the deposit amount is shown on the acceptance page
Your team sees a Deposit Required indicator on the quote with a button to mark the deposit paid once received
When the accepted quote is converted to an invoice, any paid deposit is automatically deducted from the invoice total

Related tickets and invoices

The QuoteBuilder shows a related-links bar at the top when the quote is linked to a ticket or has a corresponding invoice. Click any link to jump directly to that record. On the Quotes list page, the Ticket and Invoice columns are also clickable for quick navigation.

Quote PDF

Every quote has a Download PDF option that generates a branded PDF with your company name, logo, contact details, and all line items. The PDF is generated on demand and not stored.

ℹ️ Company name, logo, phone, email, and address shown on the PDF are pulled from Settings > Organization and Settings > Company Contact.

Exporting quotes

Click Export on the Quotes list page to download all visible quotes as a CSV. The export includes quote number, title, client, status, total, and created date. Apply filters before exporting to scope the output to a specific period or status.

Digital signatures

Quotes can be sent for a legally binding e-signature, with optional document templates (service agreements, liability waivers, etc.) attached alongside the quote itself. Signatures require a Pro plan.

Sending a quote for signing

Open the quote and click Send for Signing
A modal appears listing all your saved document templates. Check any you want the client to sign along with the quote, or leave them all unchecked to send only the quote itself for signature
Click Send. The client receives an email with a unique signing link
The client opens the link, reviews the document(s), types their full legal name, draws their signature in the signature box, and submits
The quote status updates to Awaiting Signature until the client completes signing
Once signed, the quote is locked and shows a Signed badge. The signature, name, IP address, and timestamp are recorded

ℹ️ Once a signing request is sent, the quote locks automatically. You can still resend the signing link if the client didn't receive it.

Sending by email without signature

If you don't need a signature, click Send by Email instead. This sends the quote as a standard email with a portal link. The client can view and accept or decline from the portal, but no formal signature is collected. Use this for informal estimates where a signature isn't required.

Document templates

Create reusable contracts, service agreements, or liability waivers from the Quotes > Settings tab. Templates can be attached when sending a quote for signing and support placeholder variables like {{client_name}} and {{total}} that fill in automatically.

To create a template: go to Quotes > Settings > Document Templates, click New Template, give it a name, and write the content. Supported variables:

Variable	Replaced with
`{{client_name}}`	The client's full name or company name
`{{total}}`	The quote total
`{{org_name}}`	Your organization name
`{{date}}`	Today's date

Quote settings

Admins can access quote-specific settings from the Settings tab on the Quotes page.

Setting	Description
Hourly Labor (per hr)	Default rate pre-filled on labor quick-add buttons when building a quote.
Service Call / Diagnostic	Default rate pre-filled on service-call quick-add buttons when building a quote.
Document Templates	Manage reusable document templates that can be attached to quotes.

Who can do what

Action	Admin	Technician	Viewer
Create quote	Yes	Yes	No
Edit quote	Yes	Yes	No
Send quote	Yes	Yes	No
Download PDF	Yes	Yes	Yes
Delete quote	Yes	No	No
View quotes	Yes	Yes	Yes