Clients → Quotes lets you build and send professional quotes.
- Create a quote against a client/site and add line items, pull them from your price book so pricing is consistent.
- Optionally group lines into packages (e.g. bronze / silver / gold) so the client picks the option that suits them.
- Optionally set a deposit %: the client pays it by card the moment they accept.
- Send it, the client gets a clean, branded quote page and can accept online in one tap.
Price from the map, not a guess. Open Measure on the map in the quote builder: draw the areas on the satellite view, or hit Use this site's mapped areas to pull in the zones already drawn on the site's map. Then pick what you'll cut with: SwardOps knows each machine's real work rate (acres logged by your crews divided by the hours they timed on it) and its true cost per hour, so the suggested price is that machine's time plus labour at your target margin. The line it adds says what it was based on. No acres logged yet? It falls back to the machine's rated speed, then to your company m²/hr setting.
The moment a quote is accepted, everyone in your office gets a notification with the package and total, and (if you turn it on under Settings → Client notifications) the client gets a confirmation email too.
Quotes have a validity date, and it's enforced: a lapsed quote can't be accepted online at the old price (the client sees an "expired) get in touch" note instead. If a client accepts over the phone, use Mark accepted (you'll pick which package they chose).
From an accepted quote, one click creates the job on the schedule (with the quote lines as crew tasks) and the invoice can raise itself automatically when the job's completed, crediting any deposit already paid.
Finished work tidies itself away: once the invoice for an accepted quote is sent, the quote flips to complete automatically and drops out of the open quotes list (the Complete filter shows the history; voiding the invoice puts it back). You can also mark one complete by hand from the ⋯ menu — handy for jobs billed outside SwardOps.
Make it personal: on the quote page you can pick which site the quote is for (shown on the client's quote page and the PDF) and write a covering message that appears at the top of their page and email. The standard email wording itself is editable too — see Settings.
Follow-ups run themselves: a sent quote that's gone quiet gets a friendly "any questions?" nudge after 3 days and a second after 7 — automatic, and never doubling up with one you've sent by hand (toggle under Settings).
Reusable templates: save any quote's lines, packages and notes as a quote template and start the next one from it in a click.
One line → its own round ("3 of 18"). Some quotes are really a programme: an initial job plus a run of repeats — line marking with 18 overmarks, a spraying programme, a set of aeration passes. On an accepted quote, under Next step, use Or make a round from a single line. Each line is listed; press → Round on a line and it becomes its own round: a quantity of 2 or more makes a repeating round at the cadence you choose (weekly, fortnightly, 4/6/8-weekly, monthly), priced per visit from that line and ending exactly on the last one; a quantity of 1 makes a one-off. Choose Invoice each visit automatically and every completed visit raises an invoice for just that one visit, labelled "Overmark (3 of 18)". The quote shows each line's progress (done · invoiced · to go) with a link to its round, and the round's header shows the same. One round per line; once any line has its own round the whole-quote Create job button is switched off so nothing gets booked twice. "Invoice this job" on that round only ever bills its own line.