Create and send a quote
- 1Go to Capture
- 2Enter the job basics
- 3Choose or create a customer
- 4Add rough notes and photos if useful
- 5Create the quote and review line items and totals
- 6Email the quote
Support
Support and User Guide
Guidance for setting up QuoteByte, creating quotes, sending invoices, managing follow-ups, handling job photos and resolving common account or workflow issues.
For support, email support@quotebyte.com.au with your business name, account email and a description of the issue.
Please include:
- ✓Your business name
- ✓The email address used for your QuoteByte account
- ✓A clear description of the issue
- ✓Screenshots where relevant
This helps identify the account, understand the issue and respond more effectively.
Getting started
Getting started with QuoteByte
Complete your Business Profile, select a customer, capture the job, review and send the quote, then create an invoice for accepted work. Capture the important details first. Each quote is reviewed before it is sent.
1
Complete your Business Profile
In Settings, complete your Business Profile with your business name, ABN, phone, email, service area, logo, payment details and default terms. These details appear on every quote and invoice PDF.
2
Add or choose a customer
Pick an existing customer or create a new one while capturing a job. Customer details are used across quotes, invoices and job records.
3
Capture the job
Use Capture to enter the job title, service type, customer and rough job notes. A perfect quote is not required at this stage. The quote is reviewed before it is sent.
4
Add photos where useful
Add job photos when they help you remember site conditions, access, measurements or before-and-after details. Job photos are private by default and are not shown on public quote links.
5
Review the quote
Check the customer, job details, line items, totals, GST, notes and terms. QuoteByte helps prepare the quote, but you stay in control of what gets sent.
6
Email the quote
When it's ready, email the quote from QuoteByte. The email includes the quote PDF and a secure link where the customer can view and accept it online. Replies go back to your business email.
7
Customer response
Customers can accept or decline from the secure quote link. When they do, QuoteByte can notify you by email, and follow-ups stop automatically.
8
Create and send the invoice
Once work is accepted or ready to bill, create an invoice from the quote. It carries through your business details, customer details, line items, GST, payment details and terms. Email the invoice and generate a PDF for your records.
Core workflows
Step-by-step reference
Customer accepts a quote
- 1Customer opens the secure quote link
- 2Customer accepts the quote
- 3Quote status updates
- 4Follow-ups stop automatically
- 5You can create an invoice
Create an invoice
- 1Open the quote or job
- 2Create the invoice
- 3Check the invoice details
- 4Email the invoice
- 5Generate a PDF if needed
- 6Mark it paid when payment is received
Add photos to a quote
- 1Add photos during Capture
- 2Photos are stored privately
- 3Photos are attached to the quote internally
- 4Public quote links do not show photos yet
FAQ
Frequently asked questions
Account and setup
Where do I add my business details?⌄
Go to Settings and complete your business profile. These details appear on your quotes and invoices.
Why should I add my business details first?⌄
QuoteByte uses your business details to prepare professional quote and invoice PDFs. Adding them once saves time later.
Can I change my business details later?⌄
Yes. You can update your business details in Settings at any time.
Quotes
How do I create my first quote?⌄
Go to Capture, enter the job basics, choose a customer, add rough job notes and photos if useful, then create and review the quote before sending it.
Can customers accept quotes online?⌄
Yes. Quotes can include a secure customer link so the customer can view and accept the quote online.
Can I edit a quote before sending it?⌄
Yes. Review the quote first and check the line items, totals, notes and terms before emailing it.
Can I duplicate a quote?⌄
Yes. Duplicating a quote helps when you need a similar version for the same job. Photos are referenced rather than copied, so QuoteByte does not duplicate image files unnecessarily.
Photos
Where are job photos stored?⌄
Job photos are stored privately in QuoteByte and linked to the job and quote.
Are photos visible to customers?⌄
Not by default. Public quote links do not show job photos yet. Customer-facing photo options may be added later.
Why add photos?⌄
Photos help record site conditions, access issues, measurements, before-and-after evidence, materials, or anything you want to remember before quoting or invoicing.
Emails and follow-ups
Can I email quotes from QuoteByte?⌄
Yes. QuoteByte can email quotes to customers with a PDF attachment and a secure quote link.
Can I email invoices from QuoteByte?⌄
Yes. QuoteByte can email invoices with a PDF attachment.
How do automated follow-ups work?⌄
QuoteByte can schedule follow-up emails for quotes that have not been accepted and invoices that have not been paid. Follow-up settings can be adjusted.
Can I turn follow-ups off?⌄
Yes. Follow-up settings can be changed or disabled.
Does QuoteByte know if a customer replied to an email?⌄
Not currently. Follow-ups are based on quote and invoice status, not ordinary email replies.
Invoices and payments
How do invoices work?⌄
Invoices can be created from quotes and include your business details, customer details, line items, GST, payment details and terms.
Can customers pay invoices online?⌄
Online invoice payments are being prepared. The planned model lets operators connect their own Stripe account so customer payments go directly to the operator. QuoteByte does not hold customer funds.
Can I still use bank transfer or PayID?⌄
Yes. You can include your payment details on invoices so customers can pay you directly.
Privacy and security
Are my customer details private?⌄
QuoteByte is designed so each operator's records are separated and protected. Customer records, jobs, quotes, invoices and photos are private to the account.
Are public quote links safe?⌄
Public quote links use secure tokens so customers can view and respond to their quote without accessing the operator's private app account.
Does QuoteByte hold customer payment funds?⌄
No. The planned online payment model uses the operator's own Stripe account. QuoteByte does not hold customer funds.
Troubleshooting
Troubleshooting and known issues
Steps to try before contacting support. If the issue continues, email support@quotebyte.com.au.
I can't log in
Check you're using the same email address you signed up with. Use the password reset option if needed. If the issue continues, email support@quotebyte.com.au.
My PDF didn't download
Your browser may have blocked the download or popup. Allow downloads and popups for QuoteByte, then generate the PDF again.
My customer didn't get the email
Ask them to check their spam or junk folder, and confirm the customer email address is correct. If it keeps happening, contact support.
My photo didn't upload
Try a smaller image or take the photo again. Make sure your connection is stable before submitting the quote.
The Payments page won't load
Refresh the page and try again. If it still doesn't load, contact support with a screenshot.
My quote looks wrong
Open the quote and review the line items, quantities, unit prices, GST and notes before sending. If it's already sent, create a corrected version and let the customer know.
Current feature status
Current feature status
QuoteByte is actively improving. Some features are available now, while others are being prepared.
✓Public quote links currently allow customers to view and respond to quotes.
○Public quote links do not currently display job photos.
○Online invoice payments are being prepared through Stripe Connect. Operators will connect their own Stripe account so customer payments go directly to them. QuoteByte does not hold customer funds.
○QuoteByte does not currently detect ordinary email replies. Follow-ups are based on quote and invoice status.
○Photo markup and annotations are planned for a later version.
Contact support
For support, email support@quotebyte.com.au with your business name, account email and a description of the issue.
✉ Contact support