Describe the job
Type it like you'd say it. Prices come from your rate sheet.
Estimate
Customer
Lines
Change quantities or prices, remove lines, or add items from your rate sheet.
Create
Creates a draft quotation in Odoo. Nothing is sent to the customer.
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Invoice an existing quote
Confirms the quote as a sales order (if it isn't already) and creates a draft invoice.
Prices (rate sheet)
Download the sheet, change the yellow “Your Rate” cells in Excel, then upload it. The old one is kept as a backup.
Use it on your phone
Open this address on your phone, then Share → Add to Home Screen (iPhone) or ⋮ → Install app (Android).
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