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Send a quote and turn it into a trip

Price a job, email it to the customer, and let them accept it themselves.

Use a quote when the customer is still deciding. It does not hold a vehicle and it does not charge anything — it is a price with an accept button.

  1. Go to /admin/quotes/new, or use New then New quote from the reservations page.
  2. Build the trip exactly as you would a booking.
  3. Send it. The customer gets an email with a private link to review it.
  4. They accept or decline on that page. Accepting converts the quote into a reservation on your board automatically.

Open quotes live under the Quotes tab at /admin/reservations. From a quote's detail page you can resend it, edit it, or convert it yourself if the customer confirms by phone.