PlanIt Estimating · Customer Quotes

Close a quote or go back to the detailed quote

What does this do?

Return to Detailed Quote switches a manual quote back to the full itemised breakdown; the agreed price and description come off the customer copy. Close Quote just closes the quote window when you are viewing a job; nothing is deleted and everything stays saved.

How to use it

  1. To go back to the breakdown: on step 5 · Customer Quote press ↩ Return to Detailed Quote.
  2. Confirm the message. The customer will again see the full itemised quote and your manual price is removed from the customer copy.
  3. If the manual quote was a Quick Quote with no rooms, PlanIt takes you to Customer Details to build the estimate from scratch instead.
  4. To close a quote you are viewing: open it from Estimates or Jobs, then press ✕ Close Quote at the bottom of the window.
  5. Press 💾 Save job first if you changed the stage, dates or notes in that window.
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Related guides

Quote one agreed price (manual quote)

A Manual Quote replaces the itemised breakdown with one agreed line and a price. You build the wording from tick-on standard messages, type the price, add a deposit and any notes, and that is what the customer sees. Your detailed estimate stays underneath for Profit Check.

Customer Quotes

Give the customer a detailed quote

The Detailed Quote is the customer-facing document built from your estimate: each room with its product and price, then fitting, underlay, floor preparation, uplift and accessories, the net total, VAT and the total. If a deposit is on, it shows the deposit and the balance due on completion.

Customer Quotes

Find, continue or delete an estimate

Estimates lists every quote that is still open, newest first, so you can pick one up where you left off or look at one you have sent. Accepted quotes move on to Jobs.

CRM, Jobs & Diary

Track a job from lead to aftercare

Every quote files itself as a job the moment you calculate it. Jobs shows them all by stage, from Lead through Quote Sent, Deposit Paid and Scheduled to Completed and Aftercare, with the quote versions, documents and full history behind each one.

CRM, Jobs & Diary

Auto-save and syncing between devices

There is no save button for an estimate. Everything you type is saved on the device as you go and sent to your account in the background, so the same job appears on your phone, tablet and shop computer.

Getting Started

Mark a quote as rejected, archive it or bring it back

When a customer says no, mark the quote rejected and choose whether to keep them as a lost lead for future work or archive the job. Archived jobs are hidden from your lists but never deleted, and you can restore them any time.

CRM, Jobs & Diary
Questions this guide answers
  • How do I get the full breakdown back after a manual quote?
  • What does Close Quote do?
  • Will closing the quote delete it?

Last updated 2026-09-03 · Direct link for this feature