Choose how much pricing detail to show
Detailed mode displays service quantities, units, unit prices, and line totals. Summary mode shows each service and its amount without the unit breakdown. Switching views changes presentation only; it never changes the quote total. Choose the format that explains the agreed scope most clearly to your customer.
Write the scope before setting the total
A useful quote explains what will be supplied, what preparation is included, and what cleanup or removal the price covers. For planting work, specify the agreed plant sizes and quantities. For mulch or soil work, record the measured area and intended additional depth. Do not rely on a short label such as “landscaping” to describe several different services.
Give the quote an optional reference so you can identify it later. Set a Valid until date on or after the quote date; both fields appear in the printed document. Use Notes for scheduling assumptions, payment terms, and how scope changes will be handled. These fields do not collect a deposit, take signatures, send reminders, or enforce expiry. Confirm the final wording before sharing.
Example: a two-service customer quote
The sample mulch line totals $760 and the shrub line totals $1,170, for a $1,930 quote. In summary mode the customer sees the two service amounts and total. In detailed mode the same price includes eight yards at $95 and 18 plants at $65. The numbers are examples; check your own costs before using any rate.
Test the final price in the profit margin calculator. If the scope is still provisional, use the estimate template to document assumptions. After the job, create an itemized invoice and review the actual job profit. Free-page entries do not carry between tools.