Create quotes before work starts
Prepare clear quotes for service calls, installations, maintenance, projects, and repeat customer work. Use reusable catalog items where possible and custom lines when the job is unique.
Quotes
Quote to Invoice App for Small Business
Build quotes for service work, keep them attached to customers, and move approved work into the job and invoice records your business relies on. This quote to invoice app for small business is built for practical quote, job, invoice, and expense workflows.
Sky BizBook
Quote to job to invoice
Customer quote records
Products, services, custom line items, taxes, and discounts
Quote, job, and invoice workflows kept together
Product details
What you can manage with Sky BizBook
Keep quotes connected to customers
Each quote belongs beside the customer record, job notes, invoices, and history, making follow-up easier when a customer asks what was included.
Support practical quote to invoice workflows
Sky BizBook helps small businesses move from enquiry to quote, job, and invoice without retyping the same customer and line-item details across disconnected tools.
Workflow
From enquiry to approved work
Use Sky BizBook to keep customer details, quote records, job progress, invoices, expenses, and reports in one connected workflow.
- 1
Add customer and scope
- 2
Choose product or service items
- 3
Apply tax, discounts, and notes
- 4
Track the quote with the customer
- 5
Use the approved work for jobs and invoices
Frequently asked questions
Questions small business owners ask
Can I create quotes in Sky BizBook?
Yes. Sky BizBook includes quote creation and management for customer work, product and service line items, tax, discounts, and notes.
Can quotes be tied to jobs?
Yes. Quotes can be part of job-to-quote and quote-to-job workflows where relevant to the customer work.
Create a quote
Start with customers, quotes, jobs, invoices, expenses, and reports in one Sky BizBook workflow.
Try Sky BizBook