How to create, send, and track service quotes on the go in the Knowify mobile app

Service quotes allow you to send customers a professional scope of work and price estimate before committing to the job. With the Knowify mobile app, you can create, edit, send, and manage quotes on your phone, collect e-signatures on the spot, and track approval status in real time.

Note: Service quotes are available as part of the Service Pro add-on. Contact us to learn more about Service Pro and explore upgrade options.

Here’s how it works:

Creating a service quote from a new service ticket

When creating a new service job in the mobile app, you can generate a quote as part of the same workflow.

1. Start a new service job and fill in the job and customer details.

2. Add one or more line items to define the work to be performed.

3. Enable the Service Quote option at the bottom of the ticket creation form.

   

4. Submit the job. The app will generate the quote and open the quote-sharing options.

   

From the quote-sharing screen, you can:

• Share via SMS: Sends the customer a text message with a secure link to view and sign the quote.

• Share via Email: Sends a professional email with the same secure approval link.

• Open Signature Portal: Opens the approval screen directly on your device so the customer can review and sign immediately while you’re on-site.

  

Related: How to create, send, and track service quotes (web)

 

Updating or sending a quote for an existing service ticket

Quotes can also be created or edited on existing service jobs, including those dispatched from the office.

1. Open the existing service job in the app.

2. Select the option to Manage Quote.

   

3. Add or adjust line items.

4. Enable the Service Quote option if it is not already active.

5. Share the quote using SMS, Email, or Signature Portal.

Once shared, the customer can review, approve, or request changes directly from the quote link.

 

Adding homeowner financing to a service quote (optional)

Quotes between $2,000-$75,000 can include homeowner financing options powered by Intuit Credit Karma. When enabled, Knowify will display personalized “pay over time” loan offers from Intuit CreditKarma right on the quote, allowing you to win more deals and give your customers more flexible ways to pay.

Key features:

• Available for quotes between $2,000–$75,000

• No fees, no onboarding, and no extra administrative steps for contractors

• Customers can check offers instantly with no impact to their credit score

• Customers pay you directly once they receive loan funds

Learn more: How to enable homeowner financing on proposals and service quotes