لـ Sales reps · Office team
Quotes
Send professional quotations, get them accepted, and turn an acceptance straight into a scheduled job.
Quotes let you put a price in front of a customer before doing the work, with a proper branded PDF. When a customer accepts, Overden Field can automatically create their customer record and even schedule the first job — so you don't have to re-enter anything.
Creating and sending a quote
- 1
Start a new quote
Quotes → New quote. Pick a template and the client, then continue to the editor.
- 2
Fill in the details
Add your line items and pricing in the document editor. Choose how tax applies: none, added on top, or already included in your prices.
- 3
Send it
Download or share the PDF with your customer.
- 4
Record the outcome
Mark the quote accepted or rejected (rejecting requires a short reason, so you keep a record of why).
What happens when a quote is accepted
Accepting a quote can automatically convert the associated lead into a customer, and optionally create a scheduled job for the quoted amount — so a won quote can go straight onto the dispatch board without any re-typing.
Templates and branding
Set up reusable quote templates (with your standard wording and line items) under Quotes → Templates, and your logo, letterhead, footer, and watermark once under Configuration → Documents — the same branding is shared with invoices.
The Quote Builder
The quote editor described above is the standard, document-style option — good for a straightforward wording-and-pricing quote. If you want something more visually designed, the Quote Builder is a separate block-based editor with four ready-made templates (Classic, Modern, Minimal, Corporate) to choose from.
ملاحظة — يمكن لعرض الأسعار في وضع Builder أن يحمل ترويسة وتذييل خاصين به، يُظهران على كل صفحة من ذلك العرض — منفصلين عن العلامة المشتركة للعرض/الفاتورة في مساحة عملك، للعرض الفريد الذي يحتاج مظهرًا خاصًا. يمكنه حتى إخفاء رأس القالب الافتراضي إذا كانت ترويستك المخصصة تغطيه.
Example: quote-to-job in one flow
Same-day quote and booking
A prospective customer calls asking for a price on a one-off deep clean. You build a quote from your "Deep Clean" template, send the PDF over WhatsApp, and they reply confirming. You mark the quote accepted with "create scheduled job" checked — a new customer record and a job on tomorrow's dispatch board are created for you in the same step.
المستندات ذات الصلة
Leads & pipeline
Capture enquiries, move them through a kanban pipeline, and convert them into paying customers.
Customers
Your customer list — the hub for every job, contract, quote, and invoice tied to that account.
Invoices
Bill customers, record payments, and handle proforma invoices, credit notes, and B2B statements.
Dispatch
Create, assign, track, and close out field jobs from the dispatch board — the operational heart of the app.