Team training · about 5 minutes

How our quotes work

A quick walk through the whole journey — the part you do, and what your customer sees. Step through it at your own pace.

Build it. Send it. They sign & pay. It’s in ServiceM8.

The big picture

The whole journey, start to finish

1

You build

the quote in the appYou

2

You send

a link to the customerYou

3

They sign & pay

on their own phoneAutomatic

4

It lands

in ServiceM8 + dashboardAutomatic

You only touch steps 1 and 2. Everything after that happens on its own.

Your part · step one

You build the quote

1

Open the Quote tab & add the job

Enter the ServiceM8 job number, the customer’s name and the address.

2

Add the work

Drop in the items and bundles, then write the scope of works — you can bold text, add bullet points and links.

3

Check the customer view

Tap “Client view” to see exactly what they’ll get. No surprises.

Start simple. Open more detail only when you need it.

Your part · step two

You send it

One tap on Review & send creates a link you can text or email to the customer.

✓

A private link, just for them

It opens their proposal on any phone or computer — nothing to install.

✓

That’s your job done

Everything after “send” — signing, deposit, ServiceM8 — runs by itself.

The customer experience

What your customer sees

1A clean proposal — clear pricing, photos and scope.
2They add or remove options and pick a brand — the price updates live.
3They accept and sign with their finger.
4They agree to our Terms at signing — it’s recorded.
5They pay the deposit — Card, PayID or bank transfer.

Your proposal

Prepared for you

installed price · inc GST
$3,827

Accept & sign

💳 Card · PayID · Bank

Behind the scenes

The moment they sign, ServiceM8 updates itself

✓

Quote → Work Order

The job flips to a Work Order and moves to “Ready to schedule”.

✓

Paperwork attached

The signed quote and a scope sheet for the tech are saved to the job.

✓

Diary & deposit recorded

Notes go on the job diary and the deposit is logged against it.

✓

Profit remembered

The profit we quoted is saved, so the dashboard can compare it to the real result.

No re-typing. No lost paperwork.

Reading the numbers

The GP badge — a quick read

While you build, a badge shows your profit two ways. It’s just for you — the customer never sees it.

GP margin 66% · the profit in the job

⏱ GP $297/hr over 8.4h on site — above $250 — just double-check the on-site hours are right

In band $180–250 = healthy Above or below = a quick sanity-check on the hours

Green means you’re in a healthy range. If it’s high, it’s usually a good job — just confirm the on-site hours are realistic before you send.

Your turn — do it for real

One tiny job, tap by tap

Practice job: supply & install one extra double power point

Open the quote tool in a new tab →

1 · Build it

Open the Quote tab. Enter your practice job number, a name (“Training — [you]”) and any address. Add an electrical area and name it “Garage”. Tap + add item, search “double power point”, add 1. Write the scope: “Supply and install one new double power point in the garage.” Try making a word bold. Glance at the GP badge (green = healthy), then tap Client view to see what the customer sees.

2 · Send it

Tap Review & send → Send to client, then email the link to yourself.

3 · Be the customer

Open the link on your phone. Tap Accept & sign, type your name, Confirm. Choose Card and pay the small deposit on the company card. (It's a real charge — keep the deposit % low; we refund it after.)

4 · See it land

Open the job in ServiceM8: it's now a Work Order, with the signed quote + scope attached and the deposit recorded.

💡 Use a job set to “Do not count” in ServiceM8 so your practice never skews the real numbers.

That’s the whole flow

Build it. Send it. They sign & pay. It’s in ServiceM8. You’ve got this — and you can step back through this any time.

Questions? Grab Troy any time.