A quote is a price you have given a customer, with a date it runs out. It keeps the wording, the figures and the VAT in one place, and it means the price the customer accepted is the price that ends up on the invoice.
Most quotes start from an enquiry, but you can raise one from scratch for a customer who rings and asks what a load would cost.
How to do it
In the sidebar, under Operations, click Quotes.
Click Create quote. If you are pricing an enquiry, open the enquiry and click Create Quote there instead, so the customer comes across with it.
Under Customer, pick an Existing producer if they are already on your system, or type the customer name, address, email and phone in for a new one.
Under Line items, add what you are charging for. Each line is one thing, with its own price. The buttons underneath add a line of the right sort: waste, container, haulage, surcharge, landfill tax, a pass-through charge, a gate fee, contamination, a rejection or a discount. Landfill tax has its own line so it is visible rather than buried.
Under Settings & message, set Valid for, and check the VAT rate. The subtotal, the VAT and the total run down the right hand side as you type.
Add a PO number if the customer has given you one.
Write your Message to customer. That prints above the line items on the quote. Anything you want kept off their copy goes in Internal notes.
Click Send quote to email it, or Save draft if you are not ready to send. Preview shows you the PDF the customer will get.
When they accept
The customer accepts or declines from their own copy, and the quote updates itself. If they say yes over the phone instead, tick the quote in the Quotes list and choose Mark Accepted.
Open the quote and click Convert to job for a one off, or Convert to contract if it is regular work. Both appear once the quote is Sent or Accepted.
The prices and the producer come across, so the job is already priced when the driver goes out.
Worth knowing
Quotes show as Draft, Sent, Accepted, Declined, Expired or Converted, so the list tells you what is still out there waiting on an answer.
The top of the Quotes page shows open quotes, how many were accepted in the last 30 days, your win rate and the value still in the pipeline.
You can download any quote as a PDF from the list, or preview the PDF while you are still building it.
Once a quote has been converted, LoadSnap says so on the quote and gives you a View job button, so nobody prices the same work twice.
Related: How to take an enquiry and turn it into work. How to create a job. How Contracts work in LoadSnap.