Build a quote

A quote is your priced plan for a job — the lighting you'll install, organized into sections, with a running total. You build it as a draft, then send it to your client as a proposal. This guide covers creating the quote and getting your bearings in the builder; adding line items comes next.

In this guide, you'll:

• Create a new quote for a client and property
• Get oriented in the quote builder
• Organize the work into sections

1. Create the quote

From Quotes (or a client's page), start a New Quote. Pick the client, then the property you'll be working on, and set the season (the year of the job). Submit, and BriteBase creates a draft quote and drops you straight into the quote builder.

2. Find your way around the builder

The builder is where you price the job. A quick tour:

• Quote, Preview, and Split tabs (top left) switch between editing the quote, previewing exactly what your client will see, and a side-by-side view.
• The Info panel shows the client, property, contacts, and the rep assigned to this quote.
• The status reads Draft until you send it. Send (top right) delivers the proposal to your client — see Send a proposal.
• The bar across the bottom updates live as you build: Total, Total Margin, Est. Complexity, and Est. Install Time.

An empty quote starts at a Total of $0.00 — it fills in as you add work.

3. Organize the work into sections

A section groups related work — for example Roofline, Trees, or Walkway. A quote begins with one section; use + Add Section to add more and keep a big job easy to read. You can rename a section and reorder sections as you like.

Inside each section you'll add the products and services that make up the job — that's the next step.

Next

Your quote is an empty draft for now. Next, add line items & services to price the work.