How to create a sales quote in Books?

TB Books · quotes · Last updated August 17, 2026 · Version 1

This process works in apps: TB Books, TB POS

This article will teach you how to price a job on a quote and convert it to a work order or invoice when accepted.

Quotes hold tire and service pricing before the customer authorizes work. They live under Orders → Quotes and can start in Books or POS Lite. Converting preserves lines into a work order or invoice so you never re-key the cart — but stock and price should be re-checked on older quotes before conversion.

Steps

• Open Orders → Quotes.
• Click New Quote.
• Select the customer and location.
• Add products and services with quantities and prices.
• Review tax, discounts, and totals with the customer-facing total in mind.
• Save the quote and share or print as needed.
• Convert to a work order or invoice when the customer accepts.

Conclusion & best practices

Re-validate stock and price on older quotes before converting — tires move quickly. Keep quote statuses current so open-quote reports stay useful. Abandoned quotes should be closed or discarded so Hub and CRM follow-ups do not chase dead opportunities.