How to Create a Service Quote


Create quotes for 'do and charge' jobs, or service quotes, in Simpro Premium. When the quote has been approved, you can then convert it to a service job. You can also archive service quotes if they are unsuccessful.

Technicians using Simpro Mobile can also create service quotes in the field.

You can also use memberships to automatically apply a discount to all quotes created against a customer within a specified duration, boosting customer loyalty and revenue. Learn more in About Memberships.

To create quotes in bulk, see How to Bulk Import Quotes. Also, to export quotes in bulk, see How to Export a Quote.

In Simpro Premium, quotes must be approved before they can be sent to the customer. You can choose to either approve all quotes automatically, or set up a quote approval workflow. Learn more in How to Approve a Quote.