Feature: quoting
Quotes customers can approve line by line
Build a quote from findings or templates with cost, sell, margin and GST on every line. Send a secure link and the customer approves the whole quote or individual lines. Approved lines go straight to the job and reserve parts. Declined lines become future work with an automatic follow-up date.
Early access: BayAutomate is onboarding Australian workshops now. Anything marked Coming soon or Planned isn't available yet. Everything else is included on every plan.
Quote lines that protect margin
- Cost, sell and margin visible on every line while you type
- Labour, parts, sublet and fee lines with GST or GST-free
- Templates for common jobs
- Quote expiry and version history
Status of what's on this page
| Capability | Status |
|---|---|
| Quotes and online approvals Quote lines with margin shown, a secure link for the customer, line-by-line approval, declined work kept for later. | Included |
| Parts reservations and purchase-order drafts Approved work reserves stock and drafts purchase orders for shortfalls. Partial receipts and backorders tracked. | Included |
| Follow-ups, reminders and re-marketing Service reminders, quote chasing, declined-work follow-ups, win-back journeys, campaigns and attribution. Real SMS/email delivery is coming soon (see Email and SMS). | Included |
| Staff sales and close-rate reporting Quoted, approved, invoiced and collected per adviser; technician productivity. | Included |
Checked 8 November 2026.
Questions
Do customers need an account to approve?
No. They open a private, expiring link. It is never indexed by search engines.
Can I convert a quote straight to a job?
Yes. Approved lines become the job's work, and parts are reserved automatically.