Send a quote

Write the quote

Go to Invoices → Quotes and click New quote. (It opens the same form as a new invoice.) Choose the Client, and set the Service date if you know it.

Under What goes on it, click Add a line to describe the job in your own words, with a quantity and rate, or From the catalogue to start from a service. Add Notes for anything the price includes.

Click Save as quote. Nothing is sent yet. Reeve copies the quote’s link for you to share.

Writing a new invoice instead? Save as quote is on that form too.

Find it in Quotes

The quote appears under Quotes as Quote sent. Click it to open it.

Share the link

Open the Money tab and click Share this quote. Choose Copy link, or send it by Messages, WhatsApp or Email from your own phone or computer. The message is written for you: who it’s from, the amount, and the link.

What your client sees

The link opens a page with your business name, each line and the Quoted total. There’s nothing to sign up for. They tap Accept to agree the price, or Decline.

Book it once they accept

When the client accepts, the quote shows Accepted. Open it and click Accept & create booking.

Check it over and create the booking

The booking opens with the client filled in. Choose the pets, the service and the dates, as you would to take a booking. Check it over shows the Agreed quote price: the booking is billed at what your client accepted, not the service’s standard rate. Click Accept & create booking.

Quoting a booking request? Open it in Messages → Requests and click Send a quote. The form opens with the client and service filled in. Once they accept, the request shows Finalize, which opens the quote so you can create the booking. See handle a booking request.

What’s next

Once the work is done, send the invoice and get paid.