Search and add labour and parts, watch the total move, and close it at the kitchen table — or send a link and let the homeowner decide line by line in their own time. Either way the price you agreed is the price that carries forward.
The service address ZIP is looked up and the rate comes back named — 8.25% · Salt Lake County — and stays editable. A quote does not quietly use head office's rate for a job two counties away.
Your services and parts catalogue, the SunService Labor Guide, or typed by hand. A Labor Guide operation arrives with its book hours as the quantity and your shop rate as the price.
A drawn signature on the device at the kitchen table, or a rep-confirmed verbal acceptance recorded as exactly that. Send it instead and the homeowner types their name as their signature.
On a shared quote each line gets Include or Skip, with a reason. What comes back is not just a yes or a no — it is which parts, and why the rest were not.
A quote carrying a service plan cannot be approved until the homeowner has actually acknowledged declining it. It stops the plan being the thing everybody forgot to ask about.
Turning an approved quote into a repair order snapshots the price you agreed onto the job, so it cannot reset to the catalogue later. Declined lines travel with it, so the follow-up conversation still has its history.
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