Build your first quote

Every quote lives inside a job — there is no standalone quotes page yet. You build it in the recipe-first builder, which recalculates your totals and margin as you type and saves automatically.

1. 01Open Jobs, pick the job, then open its Quote tab. Or tap New quote on the dashboard and choose the job in the Pick a job to quote dialog.
2. 02Tap New quote draft (or Start the first quote if the job has none). SmartM8 numbers it for you — Q-0001, Q-0002 and so on — and opens the builder as a draft.
3. 03Tap + Add from recipe to drop in a priced bundle, + Add category to add a section, or + Add line for a one-off item.
4. 04Fill in each line: description, quantity, unit (ea, m, m², m³, hr or day), unit cost and markup %. The line total updates as you type.
5. 05Watch the sidebar as you go: Live totals shows Subtotal, GST · 10% and Total, and Live margin shows your margin with a health word — healthy, tight, thin or over budget.

There is no save button anywhere. Edits save on their own moments after you stop typing — the pill in the top bar shows Saving…, then Saved just now. If a save fails you'll see Save failed · tap to retry. Close the tab mid-quote and the draft is waiting exactly where you left it.