Creating and Sending Quotes

Creating a quote

Your company may create quote requests from a job (e.g. from a job board or dispatching tool) or from inside brix. Once a quote request exists:

1. Open it from the Quotes → Requests list.
2. Add services — Use “Add service” (or similar) and pick from the Services list, or add an adhoc with a custom description and price. You can also add from a catalogue to add multiple services at once.
3. Add materials — Use “Add material” and pick from the Materials list (or a pick list if available). Enter quantity; the system uses unit cost and markup to calculate the line total.
4. Labour may be added automatically from service rules, or you may have a separate labour section — follow your business unit’s setup.
5. If you offer more than one option (e.g. standard vs premium), add or edit quote options. Each option can have its own name and set of lines; the customer can then compare and choose.

The system calculates totals from your prices and labour. Check the summary and each option before sending.

Stacked discounts

Each quote option can have up to two discounts applied together. Discounts stack and are applied in the order shown — the first reduces the subtotal, the second is applied to the already-discounted value.

To add a discount:

1. Open the quote option and scroll to Discounts.
2. Click Add discount and either pick an existing discount from the dropdown or choose Ad-hoc to create a one-off (flat amount or percentage).
3. Optionally add a discount note (shown to the customer) and an expiry date.
4. Add a second discount the same way if needed. When two are applied, the Add discount button is hidden until one is removed.

Applied discounts show as a green stacked badge on the option card, on the presentation/grid view, and in the customer-facing quote — each line shows the discount name, value, and note.

Sending the quote

When the quote is ready:

1. Choose the option(s) to send if you have more than one (some setups send all options in one link).
2. Use the Send or Send to customer action (wording may vary). You may be asked to confirm the template or recipient.
3. The customer receives a link (e.g. by email) to view the quote and, if enabled, approve or decline it.

After sending, the request status usually updates (e.g. to “Sent”). You can track approvals and follow up from the same request.

After sending

• Status — The request moves to “Sent” (or similar). When the customer approves or declines, update the status so your team and Score card stay accurate.
• Follow-ups — Use Schedule follow-up to set a callback or Log follow-up when you’ve made contact.
• Revisions — If you need to change the quote, edit the lines and send again; the customer will see the updated version via the same or a new link depending on configuration.