Quotes & Compare Quotes

Part of Money.

Every quote on the project — record them, accept or reject them, and set rival prices side by side.

Methodology: Accepting a quote is the moment the payment plan is chosen: Pay in full, Staged payments from a template, or No plan for now. Quotes below the pay-in-full threshold (Settings → Invoicing) default to one payment. Accepting also commits the figure to the budget unless you untick it, and runs the insurance check on the contractor with an override if you choose. If another quote is already accepted for the same work you are asked whether to add them together or supersede it.

Steps:

  1. Press Record quote: contractor, title, then Custom lines, Price per phase or Price per job, and optionally the quote document; press Record & submit.
  2. Expand a submitted quote to read it; press Accept and answer How will this be paid?, or Reject. Archive hides a dead quote without deleting it.
  3. Switch to Compare Quotes when several suppliers priced the same work; a contractor pack never shows a rival's price.
  4. Tick Show archived & rejected to see the history.

In the recommended process