Offer
Send a client a price quote before the job is confirmed.
An offer is a price quote you send before a job is confirmed. It is built from the job's positions and prices, the same as an invoice, but it is a proposal rather than a bill.
On the form
| Field | What it does |
|---|---|
| Offer date | The date on the offer. Starts at today. |
| Lead time | How many days until you can deliver. Starts at 30. |
| VAT rate | The rate applied to the total. Starts from your financial settings. |
| Positions | A checklist of the job's positions. Tick the ones to quote; a filter box helps you find them. |
On the document
The offer lists the positions you picked with their prices, then a subtotal, the VAT, and the total, along with the lead time so the client knows when the work can be delivered.
Once a client accepts an offer, move the work order's status to Offer Accepted and carry on. The offer itself is a record of what you quoted; billing happens later with an invoice.