Easy Days Work core

Create quotes and turn them into visits

Prepare a quote, share it with a prospect and schedule accepted work.

Create a quote

Open Quotes → New quote. Select an existing customer or enter prospect contact details without creating a customer record.

Add the service description, amount and valid-until date. A visit template can prefill the service, description and default price.

If your business is VAT registered, Easy Days Work shows the net and VAT breakdown.

You can also generate a quote from a sale. The sale stays the hub; the quote is the priced document you send.

Capture extras as a sale

Edit a draft

Draft quotes can be edited or deleted. Accepted quotes are kept read-only as a record of what the customer agreed to.

Share it

Export the branded quote PDF, use Email customer to prepare a message, or copy the customer link from quote details.

The customer link opens a public quote page where the customer can view the quote. Only share it with the intended recipient.

Promote an accepted quote

Open an accepted quote (status Needs visit). Choose Promote to visit. The new-visit form opens with the quote details filled in.

After saving, the quote and visit link to each other. The Job progress trail shows the path from quote to visit and then invoice. Quotes generated from a sale use Sale → Quote → Visit → Invoice.