Quotes and one-off jobs
Add regular services and one-off jobs from one sheet, send quotes customers accept online, and finish drafts later.
Two kinds of work
A regular service repeats on its frequency; a one-off job is done once.
One add sheet
Quotes, one-off jobs and regular services are all added from one sheet, for a new customer or an existing one.
Frequency and seasons
Set how often a service runs, with a different pattern, or none, outside its season.
Days and team member
Choose the days and the team member you prefer; the diary places visits there when there is room, or offers them first in self mode.
Send a quote
Send a quote by email; the customer accepts or rejects it online.
Accepted quotes
An accepted quote becomes the work: the diary places it, or it waits for you in self mode.
Chase or cancel
Chase a quote that is still waiting, or cancel it with a note.
Quotes that did not go ahead
Every cancelled or rejected quote is kept on one list you can download.
Drafts
Save a sheet as a draft and finish it later; nothing is booked or sent until you do.
The customer is told
Tick the email and the customer hears what was agreed, with the day and the morning or afternoon for a job.