How to create a quote in Homeezy
Build a professional quote in four steps: details, description, line items, and review — then send it to your client.
How do I create a quote in Homeezy?
Open Quotes and select New quote. Homeezy walks you through a four-step wizard — Details, Description, Line items, and Review — with a live preview of the document beside you. At the end you can send it to your client, save it as a draft, or save it as a reusable template.
The four steps of the quote wizard
- 1Details
Give the quote a title (required) and, optionally, fill in your client's name, email, phone, and address. If you started from an existing project, the client details are pre-filled for you and stay editable.
- 2Description
Add an optional intro note that appears at the top of the quote — a short summary of the work, your approach, or anything the client should know before the numbers.
- 3Line items
Add each line with a quantity, description, unit price, and an optional markup. Select Add line for a blank row, or Add from price book to pull in saved items at their stored cost and default markup.
- 4Review
Set an optional valid-until date and deposit percentage, check the totals, then choose Send to client, Save as draft, or Save as template.
Toggle the markup checkbox on a line to apply your default markup instantly, or type a custom percentage. Set your default markup once in Settings → Accounts so every new line starts with the right margin.
Starting from a template or the price book
If you have saved templates, they appear on the Details step so you can start a quote pre-filled with their line items. The price book lets you reuse priced items across every quote — add them on the Line items step and adjust quantity or markup per job.
No. The project link is optional — only the title is required. You can attach a quote to an active project for organization, or create a standalone quote.
Yes. Drafts stay fully editable. Open the quote and select Edit quote to return to the wizard. Once a quote is accepted or declined it's locked.
The unit price is your cost per unit. Markup is the percentage added on top to set the sell price the client sees. Homeezy stores both, so your margins stay private while the client sees only the final amount.
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