WoodWorkCalc guide · Estimating
Create and Manage Quotes in WoodWorkCalc
Quotes are where internal math becomes a client decision. The Quotes workspace gives the project a visible owner, scope, amount, status, and follow-up path so a promising request does not disappear into messages or memory.
Follow this in WoodWorkCalc
The workflow, screen by screen.
Open the linked area as you move through the job. Each step has one job so the record stays clean.
- 01
Start from a defensible estimate
Use the project pricing workflow to make material, labor, overhead, and selling price visible before client communication.
Review pricing workflow - 02
Save the client-facing record
In Dashboard → Quotes, enter the project and client details, review the total and payment terms, then select Save quote. Open history and verify that the new quote appears with Draft status.
Open Quotes - 03
Make the next action obvious
Use the quote record to clarify approval, revisions, deposit or milestone expectations, and what needs to happen before work starts.
Manage quote status - 04
Move approved work into production
When the work is accepted, continue to the job and operations workflow instead of recreating the project from scratch.
Open Jobs
Before you begin
Set up the inputs that make the workflow useful.
- Have a defined scope and a reviewed project price before finalizing the quote.
- Know what is included, excluded, and dependent on client decisions or site conditions.
- Use a named customer record when the work needs ongoing history or follow-up.
Keep the quote readable for both sides
A client does not need to see every internal calculator field, but they do need a clear description of what they are approving. Put the scope, amount, important assumptions, exclusions, timing, and next action where you can return to them. That keeps client communication separate from the detailed shop math without losing the connection between them.
Use status as a decision tool
The recorded quote states are Draft, Sent, Approved, and Declined. Archived is a separate visibility setting, not an approval state. Saving a quote does not mean it has been sent or approved. Review the history badge and use View to inspect the actual record before changing the next action.
Use quotes as the bridge to jobs
Choose Approve for a draft in history, or have the client use the private approval link. Approval creates or links a job and draft invoice. Inventory-linked quote lines reserve available stock; shortages produce a draft purchase list. Reservation does not consume stock or place a supplier order. Review Jobs and Operations before scheduling production. Retrying an approved quote preserves its existing job progress and does not duplicate the invoice or reservation.
Review changes without hiding them
For unapproved work, revise the estimate and save a clearly named replacement before asking for approval. For an approved job, use the job’s change-order workflow to record added or removed scope, price, and schedule impact. Do not overwrite the approved baseline or repeatedly approve it to apply a revision.
Open the right workspace
Continue the workflow without hunting for the screen.
Common questions
Answers before you start the workflow.
When should a quote become a job?
Move work into a job when it is approved and ready to be produced, scheduled, or tracked as committed work.
What if a client changes the scope?
Update the estimate and quote so the new decision is visible. Do not leave changed work attached to an old scope or total.