Send your first quote in 5 minutes

Fifteen minutes ago you signed up. In another five, you can have a quote in your customer's inbox.

Three things to do, in this order: tell YardBill who you are (for the PDF header), add the customer, write the quote. If your customer's ready to go, start at step two — you can finish Settings later.

1. What you need before you start

Two minutes in Settings gets every quote and invoice looking like yours — not like a generic YardBill template.

Open Settings from the sidebar and fill in:

• Business name — the name your customers know you by. Shows up on every PDF and email.
• Phone — the number your customer will call if something's off.
• Reply-to email — where customer replies land. Defaults to your login email.
• Default tax rate — your local sales-tax percent. You can override it on any quote.

A logo is optional but worth the minute. If you skip it, YardBill uses your initials in a mark.

2. Add your first customer

Open Customers → Add customer.

1. Type the customer's name. That's the only required field — everything else can wait.
2. Add their email. You can't send them a quote without one. Add it now or you'll bounce back here later.
3. Add phone and address. Optional, but the address prints on the quote PDF and the phone is handy on your end.
4. Save.

That's the 20-second part.

3. Write the quote

Open Quotes → New quote (or tap Quote from the customer's page — same form).

1. Pick the customer you added.
2. Drop services from your chips. Tap any service from your row of chips — mowing, mulch, aeration, whatever you offer. Each tap adds a line. Tap again to change the quantity or price right on that line.
3. Add anything custom. Need a one-off line for "haul-off fee"? Type it in — price, unit, done.
4. Check the tax. Uses your Settings default; override it on this quote if you need to.
5. Set a valid-until date (optional — most ops give customers 14 or 30 days).
6. Tap Save & send.

YardBill emails the customer a link. They open it on their phone, see a clean one-page view of the quote, and tap Approve or Not interested. No account, no app install.

4. What happens next

Your quote sits in Quotes with status "sent." You'll see the status change to "approved" or "rejected" the moment your customer taps. If they don't tap but tell you yes in person, mark it approved from the quote page — YardBill doesn't care how you heard.

Want more detail on the customer's side? Read how your customers approve quotes.

Got a customer you bill every week? Set up a regular so next week you're not retyping the same quote.