Quotes and prices: your price book and your starting terms.

Your panel uses your trade's word for a quote. For contractors that word is estimate. This guide says "quote" for both.

Your price book

The price book holds the lines you put on most quotes, so each one is a single pick in the editor.

1. Open Business settings, then Quotes and prices.
2. Press Add a line.
3. Type What it is. Add Details, a Unit and a Price for one if you like.
4. Press Save the price book.

To start faster, press Add common lines for your kind of work. They come without prices. Only you know what you charge.

What a new quote starts with (owners)

1. On the same page, find What a new quote starts with.
2. Type your Tax rate, like 8.25. Leave it empty for no tax line.
3. Type what the tax line is called, how many days a quote is valid, and the letters in front of the number (like Q-).
4. Read Your terms and make them your own.
5. Press Save.

Good to know

• What you type is kept. Close the page before saving and your price book is still there when you come back.
• A line may have no price. Use that for work you price job by job. A quote cannot be sent while one of its lines has no price.
• Changing these does not change quotes you already wrote. Each quote keeps the tax rate and the terms it started with.
• Tax is your decision. You choose the rate and which lines it applies to. VOBIX only does the arithmetic. It is not tax advice.
• The terms are your words to your client. VOBIX does not check them against the law where you work. Have someone who knows that law read them.
• Field staff never see prices.