How Do I View a Quote?

Modified on Fri, 23 Sep, 2022 at 2:26 PM

Quotes can be viewed individually through a Client's Account, or you can run a report of all quotes from Bulk Invoicing.

More About Quotes

Once you have scheduled services in a service order, you have the option to send your client a quote. Quotes look like invoices but they are an estimate showing the dates and rates of scheduled services, but they cannot have payments receipted to them. Whereas Invoices are an actual bill for services that is owed now and can be paid.

How Do I View One Client Quote?

Navigation: Clients > access a client's account > Orders & Invoices

Step 1

Click the blue word "Quote" to view the quote for the order's scheduled services.

Viewing a quote in your pet sitting software

Step 2

Using the sub menu on the left of the screen (see example below) you can download a PDF, change the Invoice Type (which affects the due date for the invoice), email the quote, and create an invoice from the quote.
More details about the Client Account can be viewed on the Summary & Downloads tab where you can also download a PDF.
Notes can be added about the quote on the Admin Notes tab.
See Quotes Explained to find out what the columns on the quote mean.

How Do I View All Quotes?

Navigation: Invoicing > Bulk Invoicing

To view all your quotes ready to be invoiced, set the first dropdown to "All Invoice Types."
To view "All Areas" set the second dropdown to "All Areas."
Click "All Dates" to display All Quotes for All dates.
Optional: To filter the list of Quotes, adjust each dropdown to select the subset you want to view.
Click "Reload" to display the filtered list of Quotes.

Note: When viewing Quotes via Bulk Invoicing, access the Quote by clicking the blue Start date.

Viewing bulk quotes ready for invoicing in pet sitter software