How WatsonSpark works

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  1. 1

    Start a quote

    Tap + New, put the customer’s name at the top.

  2. 2

    Add line items

    Qty × Cost $ sets the base; Markup % is your margin on that item. Flip Taxable on only for the items that get taxed.

  3. 3

    Set Tax % and Discount % at the top

    Chicago is 8.25%. Many suburbs run 10.5% or more; set the rate for the town the job is in.

  4. 4

    Watch the totals

    Subtotal, tax, total, and your margin update as you type.

  5. 5

    Sign it

    Open the saved quote, hand the customer the phone, Sign & approve.

  6. 6

    Send the PDF

    Export PDF on the quote gives the customer their copy. Prices on the PDF never show your costs or markup.

Notes

Works offline: quotes save on this phone and sync on their own when you’re back in signal. The sync chip at the top shows the state; tap it for details.

Your data: quotes are tied to your sign-in. Nobody signed out can see them.

WatsonSpark v0.10.1 · build 12