By the Kore Komfort Editorial Team | Originally published May 25, 2026 | Jobber documentation reviewed October 15, 2026.
Quick answer: In Jobber, open Quotes and choose New Quote. Select a client, add priced line items, review the customer view, and send the quote by email or text. The customer can approve or request changes in client hub when those options are enabled. An approved quote still needs to be converted to a job and scheduled.[1][5]
The useful part of a quote is its scope. A customer needs to know what you will do, what it costs and what happens after they accept. Build those details before you send a link. Jobber keeps the quote, later job and invoice in one workflow, but it does not decide your price or schedule the crew for you.[1][5]
Before you start
Add a client record and make sure you have the right email or text number. A quote cannot be saved without a client. If you use the same services often, enter them in your products and services list so you can select them on future quotes. Check the descriptions and prices rather than assuming a saved item still reflects your costs.[1][2]
Set the contract or disclaimer in Client Document Settings if you use common terms. You can also customize the text on an individual quote. Decide what the customer will see: Jobber lets you choose whether quantities, unit prices, line-item totals and the overall total appear on its PDF. Preview the actual quote before sending it.[1]
Create and send a quote
- On Jobber.com, choose Quotes and then New Quote. You can also start from a client page or the Create menu.[1]
- Choose the client. Enter a quote title for your own team; Jobber says this title is an internal field, not a customer-facing job description.[1]
- Add each product or service with a name, description, quantity and unit price. Use a description that tells the customer what is included. Add terms or scope notes where needed.[1]
- Set any deposit, discount and tax details that apply to this job. Check the customer view and the contract text. A deposit is not the same thing as a paid invoice.[1]
- Preview the quote, confirm the recipients and send by email or text. A saved draft is not visible to the customer. Sending moves it to Awaiting Response.[1][5]
In the mobile app, tap the plus icon and choose Quote. The app supports line items, deposits and customer messages. Some extras, including attachments and advanced quote presentation, depend on the plan. Text-only line items can be viewed in the app but must be added on Jobber.com.[2]
Use line items and optional choices carefully
A line item should tell the customer what the price covers. For example, list removal and disposal as part of the work if you intend to provide them. A vague label leaves room for a scope dispute. Check labor, materials, travel charges and exclusions against the actual job before sending.[1]
On a supported plan, you can mark an item optional. The client may select or deselect it in client hub, and the total changes with that choice. If a required deposit is a percentage, its amount changes with the selected items. Jobber’s Quote Basics guide identifies Grow for optional items; verify the feature on your current account before promising it.[1][4]
What the customer sees after you send
The email or text takes the customer to client hub. Depending on your settings, they can review and approve the quote, request changes, or pay a required deposit through Jobber Payments. Do not add unrelated recipients: a person who receives the link may be able to see that client’s quote and hub records.[2][5]
When a client asks for changes, Jobber sets the status to Changes Requested and hides that quote from client hub. Edit and resend it, or move it back to Awaiting Response. An approved quote has its own status. Select Convert to Job when the scope is agreed, then set the schedule. Approval does not automatically create a booked visit.[1][5]
Changing the total, line items or contract after approval can remove the displayed signature, even though the quote remains Approved. Jobber keeps the earlier signed version as an internal PDF note. If you need the client to approve a changed scope, return the quote to Awaiting Response and send the revision.[5]
Templates and follow-up
Admins can create up to 30 quote templates on Jobber.com. A template can include line items, a deposit, a client message and contract text. Team members with quote permissions can use a template, including in the mobile app, but template creation happens on Jobber.com. Discounts, taxes, custom fields and internal notes must be handled on the individual quote.[3]
Template items linked by name to your products and services list can pick up changes to price, description, cost, image and tax status. If you rename an item inside a template, Jobber says the link breaks. Review the actual quote anyway: a copied template still needs the right quantity and scope for this customer.[3]
Jobber has manual quote reminders on all plans and automatic follow-ups on select plans. Check your settings before relying on a scheduled reminder. For the customer, a prompt is useful only if the quote and contact details were right in the first place.[5]
Frequently asked questions
Can I create and send a Jobber quote from my phone?
Yes. In the Jobber app, tap the plus icon and choose Quote. Add the client, line items and any applicable deposit, then preview and send by email or text. Templates can be used in the app but must first be created on Jobber.com.[2][3]
Does approving a quote automatically schedule a job?
No. Approval changes the quote status to Approved. You then select Convert to Job and schedule the work. A customer approval is not a booking confirmation.[1][5]
Which plan includes optional quote items?
Jobber’s quote guide identifies Grow for optional line items, while its optional-item guide says the feature is on select plans. Check the current plan and your account before offering a customer that choice.[1][4]
Can I ask for a deposit when a client approves?
You can add a required deposit to a quote. Online payment during approval depends on Jobber Payments and the available account setup. Check the amount and payment method before sending the quote.[1][5]
What if the customer asks for changes after receiving a quote?
If client hub settings allow change requests, the quote moves to Changes Requested and is hidden from the hub. Edit and resend it, or return it to Awaiting Response so the client can approve the revised quote.[5]
Sources
- [1] Jobber Help Center, Basics guide. Read the Jobber guide. Documentation reviewed October 15, 2026.
- [2] Jobber Help Center, App guide. Read the Jobber guide. Documentation reviewed October 15, 2026.
- [3] Jobber Help Center, Templates guide. Read the Jobber guide. Documentation reviewed October 15, 2026.
- [4] Jobber Help Center, Optional guide. Read the Jobber guide. Documentation reviewed October 15, 2026.
- [5] Jobber Help Center, Approvals guide. Read the Jobber guide. Documentation reviewed October 15, 2026.
Disclosure: Some links to Jobber may be affiliate links. Kore Komfort Solutions may earn a commission if you purchase through one.
For the customer portal after a quote is sent, read our Jobber client hub guide.
Check your quote page and lead path together
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