Professional quotes help you win more jobs and set clear expectations. AllBetter Field lets you create, send, and track quotes in minutes — directly from your phone or tablet.
How to Create a Quote
- Open the AllBetter for Professionals app.
- Tap “Business Tools” → “Quotes”.
- Tap the + icon to create a new quote.
- Select an existing customer from your CRM, or add a new one.
- Add line items — include a description, quantity, and price for each service or material.
- Add optional notes (scope of work, timeline, terms).
- Tap “Send” to deliver the quote via email or text.
Quote Features
- Professional formatting: Quotes include your business name, logo, and contact info automatically.
- Track status: See which quotes are pending, accepted, or declined.
- Convert to invoice: When a customer approves, convert the quote to an invoice with one tap.
- Edit anytime: Modify line items or pricing before the customer accepts.
Ready to run your business on AllBetter Field? It’s free to start — see plans at allbetterapp.com/business-software or sign in at field.allbetterapp.com.
Still need help? Contact Support →