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Quote a Custom Job (Versions + Customer-Signed PDF)

Record quote revisions on a custom job and hand the customer a printable quote document to authorize.

Quote a Custom Job

For custom builds, every quote you give the customer should be recorded — both for follow-up (“here’s what we said two weeks ago”) and for the customer to see, sign, and authorize. JewelTrak tracks the full revision history and emits a printable / emailable Quote PDF.

The Quote History card is visible on /work-orders/[id] for custom and manufacturing job types.

Record a quote (or a revision)

  1. Open the work order.
  2. Switch to the Stages tab if not already there.
  3. In the Quote History card, click Revise Quote.
  4. Enter the amount + optional notes (e.g. “After customer requested larger center stone”).
  5. Save Revision.

JewelTrak inserts a row into repair_quote_history (auto-incrementing Version per work order) and updates repairs.PriceQuoted as the current canonical quote amount.

The current quote shows at the top of the card with its version badge — e.g. “Current quote $4,250 (v3)”.

Print or email the customer’s quote

Click Quote PDF → on the Quote History card (visible whenever PriceQuoted is set). A one-page document opens in a new tab:

  • Your shop branding
  • Customer info
  • Scope of work (from the work order’s Description)
  • Prominent QUOTED PRICE box (navy)
  • Revision history list (only shows if there’s more than one version)
  • Terms paragraph + acceptance signature line at the bottom

Save the PDF or email it from the print preview.

What’s on the terms paragraph

By default the quote states:

This quote is valid for 30 days from the Quote Date above. Final pricing may vary if the scope changes, material costs fluctuate substantially, or additional work is requested. A deposit may be required before work begins. By signing below, the customer authorizes the scope of work described above at the quoted price.

This text is currently fixed — a per-tenant terms editor is a planned follow-up. For now, treat it as the JT-default quote terms; if your shop needs different language, paste your own boilerplate into the work order’s Notes before exporting.

Connecting a quote to a deposit

Common flow on a typical custom job:

  1. Record initial quote → email Quote PDF → to the customer.
  2. Customer accepts → take a deposit via the Deposits card.
  3. Work proceeds. Quote may revise as scope changes.
  4. At completion, the auto-invoice picks up the current PriceQuoted (via the work order’s UnitPrice) and applies any unapplied deposits.

See also

  • Take a Deposit on a Work Order — collect money against an unfinished job
  • Customer Acknowledgement & Pickup Signatures — capture customer signatures digitally