Quotes and invoices

Build a job estimate, send a quote, close the deal, and generate the invoice from the accepted quote.

Why it matters

Shops often start quoting in spreadsheets because it is fast. FabWise keeps that familiar flow while giving each job a clear record of what was quoted, what changed, what the customer accepted, and what was invoiced.

How it works

FabWise separates estimates from actual work.

Estimate rows live in the job's quote line items. Actual work lives in the Work tab through tasks and tracked time.

When you issue a quote or invoice, FabWise saves that document as its own version. Later edits do not silently change a quote or invoice that was already sent.

Where to find it

Page: Jobs
Path: Jobs > open a job > Quote
Who can see it: Admins and users with job or estimate permissions

What you'll see

Overview

The Overview tab shows the job summary, hold status, customer contact, and activity timeline.

Set the customer contact here before sending quotes or invoices. FabWise uses that contact as the default recipient.

Quote

The Quote tab shows the current line items and quote controls.

You can add labor, material, outside service, freight, or other line items. You can also import line items from a CSV file.

When the quote is ready, issue or export the quote PDF. Issuing creates a quote version such as Q-2026-0003.

Revisions

If the estimate changes after a quote has been issued, save a revision. FabWise records what changed and creates a new quote version.

Older quote versions stay in the revision list for reference. The active quote is the one you can export, email, or close.

Close deal

Use Close deal when the customer accepts a quote. FabWise records the exact quote version that was accepted.

This matters if you sent more than one quote. The invoice comes from the accepted quote version, not from later edits.

Invoice

Invoices become available after a quote is accepted. FabWise creates invoice documents from the accepted quote snapshot.

What to do

Open a job.
Set the customer contact on the Overview tab.
Open the Quote tab.
Add line items or import them from CSV.
Issue the quote.
Email the quote to the customer or export it as a PDF.
If the customer requests changes, save a revision and send the new quote.
When the customer accepts a quote, close the deal against that quote version.
Generate and send the invoice when ready.

Common questions

Q: Can I resend an old quote?
A: Yes. Issued quote versions stay available so you can view or export the version that was sent.

Q: What happens if I edit line items after sending a quote?
A: The old issued quote does not change. Save a new revision when the customer-facing estimate changes.

Q: Why does the invoice require an accepted quote?
A: The invoice matches what the customer accepted. FabWise uses the accepted quote version as the invoice source.

Q: Who receives quote and invoice emails?
A: The customer contact selected on the job Overview tab.

Q: Can the customer reply to the email?
A: Yes. Replies go to the user who sent the quote or invoice.

[Final invoice](final-invoice.md)
[Change orders](change-orders.md)
[Deposits](deposits.md)

Last updated: 2026-05-14