User guide

Quote, share, and book the job

Use this quick guide to find the quote tools, share a secure customer link, and turn the exact accepted quote into a scheduled job.

Set up business defaults

Open Setup Wizard from the app menu or App Settings, choose what you want to configure, then complete each selected area one at a time.

The wizard brings together business details, mower calibration, Quote Health targets, quote-type pricing, saved materials and products, and other common defaults.
You can return to the individual settings pages whenever you need to make a change.

Use the quote end drawer for quote-specific pricing. Lawn and garden includes mower and area options, spraying includes its specialised rate, service fee and minimum charge, and renovations include their minimum charges.

Basic lawn quote mode with essential quote fields

Use Basic or Advanced

Open a quote form and use the mode selector at the top of the form to switch between Basic and Advanced.

Basic keeps the screen cleaner for fast quotes. Advanced shows more detailed pricing sections when you need tighter control.

Advanced lawn quote mode with additional quote fields

Lawn and Garden Builder showing Basic and Advanced section toggles

Configure UI Builders

Open UI Builder from the app menu to choose which sections appear in Basic and Advanced quote modes.

This area also includes PDF layout setup, form configuration, and Email Templates so quote setup is easier to find. The standard PDF layout and your own logo work on Free; advanced PDF layout controls require an owned Basic or Professional plan.

PDF Layout builder with document sections and live preview

Service Templates showing an optional add-on and a premium lawn package

Create service templates

Use saved service templates for common packages, paid services, upsells, and optional extras.

Zero-cost additional items can be used for notes or no-charge services that still need to appear on the quote.

Lawn mowing drawer configured for hourly pricing

Price by time or area

Set mower-specific hourly rates, minimum charges, acre rates, and acre minimums for residential and commercial mower sizes up to 72 inches.

For larger lawns, use area-based quoting and review the quote confidence panel for mowing price, rate, and acre-pricing details.

Spraying quotes use their own hourly target and time guides.
Enter the treatment area or sprayed volume, then use the chemical calculator to apply the marked-up material price with or without its calculated application charge.

On the quote review screen, check the turf, renovation or spraying job health result before exporting the quote or booking accepted work.
Adjust the relevant price, time, material cost or quote-drawer charge when needed.

Lawn mowing drawer configured for area pricing

Saved quote file with secure quote link copied

Share a quote link

Open a client, go to their saved quote files, then tap the link icon on the quote you want to share.

The app copies a secure quote link. If you add an access code, send the code separately from the link.

Job Tracking screen showing quote workflow statuses

Track quote progress

Open Job Tracking to see quotes grouped by workflow status, including needs sending, sent, accepted, scheduled, and rejected.

Use it to find work that needs follow-up without opening each client one by one.

Quote to calendar

Book a job from a quote

Use the saved quote as the source of truth. The booking keeps a link to the exact quote revision and brings its agreed details into the job.

Saved quote showing calculated onsite time, suggested booking time and service breakdown

Review the job estimate

Open the saved quote and review its calculated onsite time, suggested booking time, and service breakdown. Use Confirm duration if you want to set the booking length yourself.

Saved quote showing the total, Export Quote, Book job, Share quote and Open client actions

Choose Book job

Choose Book job on the saved quote. You can also open Job Tracking > Accepted Quotes and choose Book job beside the quote you want to schedule.

Add New Job screen in From Quote mode showing the selected quote, booking time, date and start time

Review and schedule the work

In From Quote mode, check the selected quote, booking time, date and start time. Choose Add Job, then review any duplicate-booking or schedule-conflict warning.

Accounting integrations

Choose where new invoices are sent

Open Accounting Integration from the signed-in app to connect QuickBooks Online, Xero, or FreshBooks. You can connect more than one provider, then select the one Mow Quote should use for new invoices.

Each provider opens its own secure authorization screen. Mow Quote users do not need to enter developer client IDs or client secrets.

Customer view

What customers see

Customers open the quote link in their browser, enter the access code if one was set, then review your business details, quote line items, totals, notes, and terms.

They can accept or reject the quote and add an optional message, such as preferred dates or questions about the work.