A quote is a list of priced lines plus an optional deposit and payment schedule. You can build it by hand from your price book, or speak it.
Walk-and-talk quoting
- From a customer or enquiry, start a new quote.
- Hold the voice button and describe the work and what you’d charge.
- Trayder proposes the lines with prices — edit anything, add or remove lines.
- Set a deposit percentage if you want one, and a payment schedule for bigger jobs.
- Save as a draft, then Send.
What the customer sees
They get a link — no account needed — showing your business, the quote, and a friendly “Sounds good” button to accept. You get a nudge the moment they open it.
Tip: Edit the lines on a draft as many times as you like. Once it’s sent, use “Withdraw” if you need to change it, then re-send.