Sending a price quote before booking

A quote is a booking you send the customer to accept and pay for themselves. You choose how long to hold the gear while they decide. Once the hold ends, someone else can book it.

Where to find it

Click Quotes in the left sidebar.

The Quotes list with status tabs

How it works

• Status tabs — All, Drafts, Awaiting reply, Accepted, Declined, Expired.
• Each row shows the quote number, customer, rental dates, total, and a coloured status badge: green accepted, blue awaiting reply, red declined, amber expired, gray cancelled or draft.
• New quote (top right) opens the New Booking screen, where you build the order and click Generate quote.
• Brown means open quote. While a quote is open and the customer has not paid, it shows brown on your calendars, with a Quote entry in the calendar key. On the Bookings list and the booking page it carries a brown Quote chip that links to the quote. Once the customer pays, it turns into a normal booking colour.

What the customer sees

The quote page lists each item at its full price, then each automatic discount on its own line (for example Duration discount or Bundle discount), any coupon, tax, and your own custom lines such as delivery. If a Renta booking fee applies, it appears as its own row and the bottom line reads Total due, so the number on the quote is what they are charged at payment.

Example

A customer emails asking what two jet skis would cost for a weekend. Send a quote instead of a full booking, since they have not committed. The gear is held for the time you chose, and the quote shows brown until they accept and pay.

Good to know

• Custom lines you add to a quote (delivery, setup, a manual discount) are taxed, so the quote total matches the booking exactly.
• A quote becomes a confirmed booking once the customer accepts and pays. See Building and sending a quote.