Open the job and add line items — materials, labour, call-out fee. Each line can carry a client-friendly description ("Includes drip tray & isolation valve") so the client knows exactly what they're paying for. Subtotal, VAT at 15% and the total calculate themselves.
Quotes go out as a clean, professional PDF with your details on it. The client gets a link — no account, no login — and accepts with one tap. You'll see the status change the moment they do.
An accepted quote appears on your dashboard as ready to schedule — one click and it's a booked job on the calendar, with all the quoted line items carried through to the eventual invoice. Nothing gets retyped.
An estimate is a lighter, non-binding ballpark — great for "roughly what would this cost?" conversations. It can be upgraded to a full quote when the client is serious.