Can customers accept quotes online?
Yes. Customer portal users can review and accept quotes where the portal is enabled, with acceptance details recorded against the quote.
Quotes
Job quote software that carries approved work into the job record
SharpFleet is a connected operations platform for businesses that manage fleet, jobs, quotes, field work, deliveries, equipment, and compliance records.
It helps global teams track trips, bookings, deliveries, receipts, equipment usage, and optional admin-controlled phone GPS where enabled.
This page explains how SharpFleet supports job quotes, quote versions, customer approvals, accepted quote audit history and conversion into jobs.
SharpFleet Quotes helps teams prepare work before it becomes a job. Quote lines, labour, travel, materials, validity dates, customer notes, acceptance details and quote versions stay connected to the final job.
When a quote is accepted, the job can carry the quoted charges forward so billing starts from the approved scope instead of being recreated from scratch.
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Quote, revise and accept
Real quoting is rarely a single draft. Customers ask questions, request changes, approve a version, add a PO number, or decline the work.
- Create quote requests from admin or customer portal workflows
- Prepare quote lines for labour, travel, materials, parts and other charges
- Keep quote versions under the same quote number
- Send quote PDFs and customer portal approvals
- Record acceptance details, accepted total, IP address and user agent
Accepted quotes become cleaner jobs
A quoted job already has an approved scope. SharpFleet keeps quoted lines available in Billing, while still allowing additional charges when completed work genuinely differs from the quote.
That keeps the job clear: the quote explains what was approved, and Billing explains what will be invoiced.
Quote costing without exposing private rates
Teams can use roles, charge-out rates, internal cost assumptions and travel estimates without showing confidential wage or margin details to customers.
Questions businesses ask
Can accepted quotes be converted into jobs?
Yes. Accepted quote details and charges can flow into a job so the approved scope remains connected.
Related Jobs pages
Fleet and Jobs can work together or separately
SharpFleet Jobs can be used by teams that only need job management, quotes and customer portal workflows. It can also connect naturally with Fleet when vehicles, travel, technicians, deliveries or equipment are part of the work.
Start with Fleet, Jobs, or both. The important part is keeping the operational record clear enough that the team can quote, schedule, complete, bill and report without stitching together disconnected systems.
SharpFleet Assistant