Quotes

Overview

Quotes let you present pricing to clients before starting work. Build a detailed quote, send it for approval, and convert it into a job once accepted — all without re-entering information.

The Quotes section includes three tabs: Quotes, Requests, and a Request Form settings link (owners only). Status summary cards at the top show how many quotes are in each stage at a glance.

Creating a Quote

You can start a quote two ways:

• From an existing job — On the job page, click Create Quote. The quote is linked to that job and its client, and any line items already on the job are copied over so you don’t re-enter them.
• As a standalone quote — From the Quotes tab, click New Quote and pick a client. No job is needed up front — Jeero creates the job automatically if and when the quote is accepted.

Add an optional note for internal reference. Quotes start in Draft and can be edited freely until you send them.

Adding Line Items

You can add line items in two ways:

• From your catalog — Search your saved services and products to quick-add them with pre-set pricing. Adjust quantity or price as needed.
• Custom line item — Enter a one-off description, quantity, and unit price for anything not in your catalog.

Each line item shows its subtotal automatically. Taxable items are calculated based on your company’s tax rate.

Tip: Keep your catalog up to date so your team can build accurate quotes in seconds.

Sending Quotes to Clients

When your quote is ready, click Send. Jeero emails the client a link to a branded quote page where they can review the details.

Client-Facing Quote Page

Your client sees a clean summary of all line items, totals, and any notes you included. From this page they can:

• Accept the quote to give you the green light.
• Decline the quote if it’s not right for them.
• Pay a deposit online if you’ve set a deposit amount and connected payouts.

No login is required — the link is unique and secure. When a client accepts, you receive a notification, and if the quote wasn’t already tied to a job, one is created automatically.

Quote Statuses

Every quote moves through a clear lifecycle:

You can also reopen a quote: an accepted quote can be set back to Sent (“unaccept”), and a rejected quote can be revised, which returns it to Draft so you can update and resend it.

Quote Expiration

Quotes expire automatically based on your company’s quote validity period, which defaults to 30 days. You can change this in your company settings. When a sent quote passes its expiration date, its status moves to Expired and the client can no longer accept it.

Jeero sends an expiry reminder email to the client about a week before the quote expires, giving them a chance to act before it is too late.

Quote Requests

Quote requests let potential clients reach out to you directly from a public form on your website or a shared link. When someone submits a request, it appears in the Requests tab under Quotes with a notification badge for unviewed requests.

Setting Up the Request Form

Owners can configure the public quote request form from the Request Form settings page (accessible via the Request Form link next to the Quotes tabs). Settings include:

• Enable/disable – Toggle the public form on or off.
• URL slug – Customize the link (e.g., /request-quote/your-company-name). A slug is suggested automatically from your company name.
• Introduction text – A custom message shown at the top of the form.
• Thank-you message – The custom message clients see after submitting their request.
• Form template – Choose the default form, or pick a custom form you’ve built (see below).

Once enabled, you get a shareable link, a preview button, and a QR code (which you can download and print on flyers, business cards, or vehicle signage). Embed code snippets are also provided for adding a “Request a Quote” button or an embedded form (iframe) to your own website.

What Clients Fill Out

Every form always asks for the client’s name and email. Beyond that, what appears depends on which form you’ve chosen:

The default form asks for:

• Phone (optional)
• Address (required) – with address autocomplete to help clients enter it accurately
• Notes describing the work they need (required)

A custom form shows the fields you defined in your form template. Each field can be a short text box, a long text/notes box, a number, a date, a checkbox, a dropdown of preset choices, or a full address with autocomplete — and you decide which fields are required.

Every form is protected by Cloudflare Turnstile and a honeypot field to prevent spam.

Building a Custom Form

If the default fields don’t fit your business, build your own form from the Request Form management area (reachable from the Request Form settings page). Give the form a name, add as many fields as you need, set each field’s type, mark the ones you want to require, and arrange their order. Activate a form and select it on the Request Form settings page to make it the one shown to clients.

Managing Incoming Requests

Each request has a status:

Opening a request marks it as viewed and clears its notification badge, so your team can tell at a glance which requests are still new.

From a request’s detail page, click Convert to Quote. In one step Jeero:

• creates a new client, or matches an existing one by email address;
• saves the submitted address as a property for that client (so it’s ready for scheduling);
• creates a job; and
• generates a draft quote pre-filled with the client’s notes.

You’re taken straight to the new quote to add line items and send it as usual. Requests you don’t want to act on can be Archived.

From Accepted Quote to Scheduling

Once a client accepts a quote, the job it belongs to is ready to be scheduled. Assign it to a crew and pick a date to get work underway. If the client paid a deposit, it is automatically recorded and applied when the invoice is generated.