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How Quotes work in LoadSnap

Quotes is where carriers price up work and send proposals. What it is, why a recorded price matters, and how a quote flows from an enquiry into a job and on to an invoice.

Quotes is where carriers price up work for customers. Used by carriers.

What it is

A priced proposal for a piece of work that you can send to a customer.

Why it's there

Customers want a price before they commit. Quotes lets you produce one quickly and keep a record of what you offered, so when it is accepted there is no confusion about what was agreed.

How it works

You build a quote from an enquiry or from scratch, set the price and details, and send it. When the customer accepts, it can become a booked job, carrying the details across so you are not re-typing them. Later it can flow through to an invoice.

Related: Enquiries. Jobs. Invoices.

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