How to create a quote in Homeezy
Build a professional quote in four steps: details, description, products/services, and review, then send it to your client.
How do I create a quote in Homeezy?
Open Quotes and select New quote. Homeezy walks you through a four-step wizard (Details, Description, Products/Services, and Review) with a live preview of the document beside you. At the end you can send it to your client or save it as a draft.
The four steps of the quote wizard
- 1Details
Give the quote a title (required) and, optionally, fill in your client's name, email, phone, and address. If you started from an existing project, the client details are pre-filled for you and stay editable.
- 2Description
Add an optional intro note that appears at the top of the quote: a short summary of the work, your approach, or anything the client should know before the numbers.
- 3Products/Services
Add each line with a quantity, description, unit price, and an optional markup. Select Add line for a blank row, then start typing the line's name: matching items from your Products & Services list appear, and picking one fills in the price, unit and markup for you.
- 4Review
Set an optional valid-until date and deposit percentage, check the totals, then choose Send to client or Save as draft.
Toggle the markup checkbox on a line to apply your default markup instantly, or type a custom percentage. Set your default markup once in Settings → Accounts so every new line starts with the right margin.
Starting from Products & Services
Your Products & Services list lets you reuse priced items across every quote and invoice: start typing an item's name on the Products/Services step, pick it, then adjust the quantity or markup for this job. The line keeps a copy of the item, so editing the item later never changes a quote you already sent.
No. The project link is optional; only the title is required. You can attach a quote to an active project for organization, or create a standalone quote.
Yes. Drafts stay fully editable. Open the quote and select Edit quote to return to the wizard. An approved quote stays editable, but editing it removes your client's signature.
The unit price is your cost per unit. Markup is the percentage added on top to set the sell price the client sees. Homeezy stores both, so your margins stay private while the client sees only the final amount.
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