Appearance
Quotes & Estimates
Quotes let you provide professional estimates to clients before starting work. When a client approves a quote, it automatically converts to a job.
Overview
The quote workflow in YardPilot:
Create → Send → Client Views → Approve/Decline → Convert to JobQuote Statuses
| Status | Meaning |
|---|---|
| Draft | Quote is being prepared, not yet sent |
| Sent | Quote has been emailed to the client |
| Viewed | Client has opened the quote |
| Approved | Client has accepted the quote |
| Declined | Client has rejected the quote |
| Expired | Quote validity period has passed |
| Converted | Quote has been converted to a job |
Key Features
Professional Presentation
- Your logo and branding
- Itemised line items with descriptions
- GST calculated automatically
- PDF generation for printing
Client Portal
Clients can view, approve, or decline quotes through their personalised portal - no login required via magic links.
Templates
Save time by creating templates for common jobs. One click creates a quote pre-filled with your standard services.
Automatic Conversion
When a client approves a quote, YardPilot can automatically create a job, ready for scheduling.
In This Section
- Creating Quotes - Build quotes from scratch
- Using Templates - Speed up quote creation
- Sending to Clients - Email quotes and track opens
- Converting to Jobs - Turn approved quotes into work