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Tiered Quote: Creating a Tiered Quote

How to start a new quote as Tiered instead of Standard.

Choosing Tiered When You Create a Quote

When you start a new quote, you'll get a choice between a Standard quote and a Tiered quote.

What Happens When You Choose Tiered

Choosing Tiered builds the three packages automatically from your saved tier setup, so you're not starting from scratch each time. From there, you'll:

  1. Add a name and an item to get started.

  2. Fill in each package's own job details — services, products, pricing.

  3. Set a deposit, if you're requiring one.

  4. Preview the proposal before sending.

What Carries Across All Three Packages

The customer and location are shared across all three packages automatically — you only set those once. Everything else (services, pricing, warranty, photos, description) is specific to each package. See Editing Each Package.


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