Build your first quote
A quote tells your client what the work is and what it'll cost. ServiceYak turns your line items into a clean, branded quote you can send in minutes.
You'll create a quote for a client, add the work as line items, and see how a professional ServiceYak quote looks before you send it.
Step by step
- Open Quotes. Go to Quotes and tap New quote.
- Choose the client. Pick the client you added earlier — or add a new one on the spot.
- Add your line items. List the work — labour and materials, each with a quantity and price. Group them into sections if the job has distinct parts.
- Check the totals. ServiceYak adds up the lines and applies GST for you. Add a note or your terms if you like.
- Save the quote. Save it as a draft, ready to send whenever you are.
Tips
- Save common items as a kit or template so your next quote is even faster.
- Use sections to break a big job into parts (e.g. “Prep” and “Install”) — it reads more clearly for the client.
- Add photos or a cover note to help the client picture the finished job.
What happens next
Your quote is saved as a draft — nothing's been sent yet. The next step is sending it to your client.
Common questions
Is my quote sent when I save it?
No. Saving keeps it as a draft. It only reaches your client when you send it — see the next guide.
Can I reuse items across quotes?
Yes. Save them as kits or templates and drop them into any future quote.