Quoting & booking requests
Building quotes with line items and optional upsells, sending them, the public accept page, and customer-initiated booking requests.
Creating and sending quotes
Building a quote with line items, optional upsells, and sending it via email or SMS.
The public accept page
What the client sees when they click the quote link. No login required. Acceptance, optional upsells, and decline flow.
Customer-initiated booking requests
The portal flow where a client asks for an extra visit or service change, and how you approve or decline.