Create a quote
Updated August 8, 2026
Quotes (orçamentos) estimate and approve work before or alongside field execution. They usually finish on the web dashboard.
Create a quote
- Open Quotes (or Documents → quotes).
- Select Create / New quote.
- Add a title, client, and line items with quantities and prices.
- Optionally link the quote to a project so it stays with that job site.
- Save a draft, send for approval, or export a PDF.
Quotes are separate from reports (which package photos, measurements, and checklist evidence after the job).
Related: Generate a report.
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