Mobile Access Guide

The Smart Quote Builder helps you create professional job quotes quickly and save them directly into your CRM.

Step 1: Open the Quote Builder

Click Open Smart Quote Builder from your launchpad or GHL menu.

Step 2: Enter the customer details

Fill in the basic customer information:

Customer name

Phone number

Email address

Job address

Job type

Job description

Urgency level

Preferred date

This helps the system create a clear quote and save it to the right customer record.

Step 3: Add labour costs

Enter the labour details:

Your hourly rate

Estimated labour hours

Number of electricians

Helper rate, if needed

Helper hours, if needed

The calculator will work out the labour cost automatically.

Step 4: Add material costs

Enter the material cost, markup, and wastage allowance.

The calculator will work out the material selling price so you’re not undercharging.

Step 5: Add travel and extras

Add any extra costs such as:

Callout fee

Travel cost

Parking

Waste disposal

Other costs

These will be included in the quote total.

Step 6: Check pricing settings

Review:

Risk buffer

Target profit margin

VAT setting

Final price rounding

The system will calculate the recommended quote price, final customer price, estimated gross profit, and profit margin.

Step 7: Generate the customer message

Click Generate Customer Quote Message.

The AI will create a clear, professional message you can send to the customer by SMS, WhatsApp, or email.

Step 8: Save the quote to GHL

Click Save Quote to GHL.

The system will save the quote into your CRM, update the contact, update the pipeline, save the quote as a note, and apply the correct tags.

Step 9: Check the pipeline and notes

After saving, go to the customer contact or pipeline.

You should see:

The customer contact updated

The opportunity in the pipeline

The quote saved as a note

Smart Quote Builder tags applied

Important

Always review the final quote before sending it to the customer.

The Smart Quote Builder helps speed up the quoting process, but you are still responsible for confirming the final price and scope of work.