Create and send a quote
A quote is a price proposal — it's not binding, and it doesn't go into your books. Send it, see if the customer says yes, then convert it to an invoice when they do. Most quotes in YardBill take under two minutes to write once your services are set up.
Start a new quote
Three ways in:
- Quotes → New quote. The standard path.
- From a customer's page. Tap Quote on any customer — the builder opens with that customer already picked.
- From anywhere. Cmd-K (or Ctrl-K) → "New quote."
Walk through the builder
- Pick the customer. Type a few letters — the picker filters as you type. Not on the list yet? Use "Create customer" right from the picker.
- Drop services from your chips. Your saved services appear as a row of chips. Tap one to add it as a line item, priced at the default you set. Tap again to adjust quantity or the price on this particular quote.
- Type anything custom. Need a line for "dumping fee" or "extra property"? Add a custom line with your own description, unit, quantity, and price.
- Set the tax. Defaults to your Settings value. Override it here if this customer's in a different tax jurisdiction.
- Add a valid-until date. Optional. Most operators give customers 14 or 30 days to decide.
- Add notes (optional). Anything the customer should know — scope clarifications, scheduling caveats, a thank-you.
Save draft vs. Save & send
Save draft parks the quote in your Quotes list with status "draft." You can come back, edit, and send later. Use this when you want to sleep on the price, or when you're writing the quote while still at the property.
Save & send creates the quote and emails the customer a link in one step. This is the default flow. The email goes from your sender name, replies come to your inbox, and the link works on any phone.
What the customer receives
An email with the total, the quote number, and a tappable link. They open it on their phone, review, and approve (or pass). Full breakdown of the customer-side view is in how your customers approve quotes.
Writing your first quote and realizing the seeded prices aren't quite right? Edit your services first — it's five minutes well spent.