Business guide
Job quoting software: scope, price and acceptance
Compare job quoting software using one real quote. Check scope, price-book items, customer acceptance, job conversion and the plan needed for follow-up.
Read the guide →Business guides & product help
Quoting for work: scope, price and acceptance
Build the customer’s scope and price in AxiomBlue’s quote editor. Use Introduction for the work, assumptions and exclusions; add priced labour and material lines, review the Summary and send the quote. These guides connect the enquiry, customer response and accepted job, so the crew works from the agreed scope.
- Open Sales → Quotes → New Quote; select the customer and describe the scope in Introduction.
- Add line items, quantities and prices; review tax treatment, Summary and payment terms before sending.
- Check the customer’s acceptance, convert the quote to a job and inspect the carried scope.
Follow the product steps
In Axiom Blue
These instructions open on our documentation site.
- Creating a QuoteQuoting & Jobs
- Sending & Managing QuotesQuoting & Jobs
- Quote TemplatesQuoting & Jobs
- Sales Dashboard OverviewSales & CRM
- Managing LeadsSales & CRM
- Sales PipelineSales & CRM
- Converting Leads to CustomersSales & CRM
- Email TemplatesSales & CRM
- Lead Capture FormsSales & CRM
- CRM ReportsSales & CRM
Understand the process
Practical guides
Business guide
From website enquiry to booked job: a practical process for tradies
Use AxiomBlue Lead Capture Forms to collect the request, review the resulting lead, then prepare a quote and convert accepted work into a job. A preferred date on an enquiry is a request; it becomes a booking only after the work and schedule are checked.
Read the guide →Business guide
Quoting work and materials in AxiomBlue
Use AxiomBlue’s quote editor to select the customer, describe the scope, add priced labour and material lines, review the total and send the quote. Convert accepted work into a job; record later approved changes as Professional variations.
Read the guide →