Help center/Business Works today

Write a quote

You text the job and your prices, and your assistant writes a clean quote for you to send.

Suggested tools

You can set these up yourself. Get the app, follow the steps, then copy the prompt.

• Square Invoices

  Free plan, $0 a month. Square charges a fee only when a customer pays you through it.

  An app that turns your quote into a clean estimate you can send, and later into an invoice.

  Download for iPhoneDownload for AndroidOpen the website

  1. Ask your assistant to write the quote as a list of items with prices.
  2. In Square Invoices, start a new estimate.
  3. Copy each item and price from the draft into the estimate.
  4. Take a screenshot of the finished estimate and text it to your assistant to check the math.
  5. Send the estimate yourself from Square.

  Copy this prompt and give it to your assistant

  • I use Square Invoices. Turn these notes into a quote I can type into an estimate. One line per item: name, short description, quantity, price. Then the total. Notes: (paste your notes)

    Copy

  Your assistant cannot log in to Square or send the estimate. You type it in and you send it.

• Wave

  Free Starter plan, $0. Pro is $19 a month. Fees apply if customers pay online.

  A free app to make estimates and invoices for a small business.

  Download for iPhoneDownload for AndroidOpen the website

  1. Ask your assistant to write the quote as a list of items with prices.
  2. In Wave, create a new estimate.
  3. Copy each item and price from the draft into the estimate.
  4. Check the total yourself, then send it from Wave.

  Copy this prompt and give it to your assistant

  • I use Wave for estimates. Turn these notes into a quote with one line per item: name, short description, quantity, price. Add the total and a short note about what is not included. Notes: (paste your notes)

    Copy

  Your assistant cannot open your Wave account. It only writes the words and numbers for you to copy.

What to text

• Help me write a quote for painting two bedrooms. Ask me what you need to know.

  Copy

• Quote: deep clean of a 3 bedroom house, 320. Includes inside the oven. Good for 30 days. Make it look clean.

  Copy

• Here are my messy notes from the visit. Turn them into a quote: (paste notes)

  Copy

• Add a line that says what is not included.

  Copy

• Write a short text to send with the quote.

  Copy

Steps

1. Text the job, what is included, and your price. You set the price, not your assistant.
2. Answer its questions. For example: how long the quote is good for.
3. Read the draft. Check every number and add up the total yourself.
4. Ask for changes in plain words.
5. Copy the quote and send it to your customer yourself.

Example conversation

Make it stick

• After a good quote, say: "Save this as my quote format." Next time, text only the job and the price.
• Text your notes right after the visit, while you remember the details.