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Knowledgebase · Xero · Using Quotes in Xero to Win and Track Trade Jobs
Using Quotes in Xero to Win and Track Trade Jobs
Topic
XERO
Using Quotes in Xero to Win and Track Trade Jobs
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This is part of our Invoicing and Getting Paid series (Chapter 2 of the Xero tutorial hub):
- Lesson 1: Creating and Sending Your First Sales Invoice in Xero
- Lesson 2: Customising Your Invoice Branding in Xero
- Lesson 3: Setting Up Automated Invoice Reminders in Xero
- Lesson 4: Using Quotes in Xero to Win and Track Trade Jobs (this lesson)
- Lesson 5: Accepting Online Payments and E-Invoicing in Xero
- Lesson 6: Setting Up Recurring Invoices in Xero for Retainer Clients
If you are quoting jobs before you win them, Xero quotes save you from re-entering everything again once the job is confirmed.
1. Create a new quote
From the Business menu, select Quotes and create a new one for your customer, adding line items the same way you would for an invoice.
2. Send it for approval
Send the quote directly from Xero. Clients can view and accept it online, which gives you a clear record of when it was approved.
3. Convert it straight to an invoice
Once a quote is accepted and the job is done, you can convert it directly into an invoice with one click, rather than retyping everything.
4. Track what is pending, accepted, or declined
Your quotes list shows the status of everything you have sent, so you can follow up on anything sitting unanswered.
For a demo of the quoting workflow, check Xero’s official YouTube channel: watch the official Xero tutorial. Our tradie bookkeeping team can help you set quote templates up properly from the start.
Frequently Asked Questions
Can a client accept a quote from their phone?
Yes, Xero quotes are accessible from any device, clients can view and accept directly from a text or email link.
What happens to the original quote once I convert it to an invoice?
The quote stays in your records marked as invoiced, so you can still see the full history of what was originally agreed.
Can I set different quote templates for different types of jobs?
Yes, and it’s worth doing properly from the start, different job types often need different line items or terms, our tradie bookkeeping team can help set these up.
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