Quotes Overview

What is a quote?

A quote (or estimate) is what you send to a customer so they can see the price and scope of work before you start. In brix, a quote is built from:

Services — The jobs you’re doing (e.g. install AC, repair pipe), from your Services list or adhocs.
Materials — Parts and supplies from your Materials list (and optionally Vendors).
Labour — Time and cost for the work, calculated from your book’s labour rules.
Equipments/assets — If your company uses them, equipment or asset lines from Equipments and Assets.

You can offer the customer one or more quote options (e.g. standard vs premium) so they can choose what fits their budget. Each option can have its own set of lines and total.

Quote requests

When a quote is created or a customer is in the pipeline, it appears as a quote request in the system. The quote request is the container: it holds the client, job info, status, follow-ups, and one or more quote options. From the Quotes area you can:

See a list of all quote requests — Quote Requests.
Open one to view details, edit the quote, or send it — Creating and Sending Quotes.
Use filters to find requests by date, status, or customer.
Track performance — Score Card and Wallboard.

Typical workflow

Create or receive a quote request — Either from a job board, dispatching tool, or by creating one in brix and linking a client.
Build the quote — Add services, materials, labour (and equipments if used); create multiple options if needed.
Send the quote — Use Send to customer so the client gets a link to view (and, if enabled, approve) the quote.
Follow up — Use Follow-ups to schedule callbacks and log touchpoints.
Track outcome — Update status when the customer approves, declines, or you close the request. The Score card reflects this for you and your team.

The next pages walk you through viewing quote requests, creating and sending quotes, and the score card and wallboard.