You price a quote line by line, in your own currency and tax, then send it as a link your customer opens without an account. Your customer picks their options, signs, and pays a deposit by card, all on that page. The answer comes straight back to the quote, and an accepted quote becomes the job and the invoice.
You open Quotes from the Tools menu in the menu bar. The list carries the number, the customer, the title, the status, the valid until date and the total. The Status menu above it narrows the list to Draft, Finalised, Accepted, Declined or Expired.
A quote opens beside the list rather than on a page of its own. You read one, change it and move to the next without losing your place. Deleting one retires its number for good. This product never gives a number out twice, which is what makes a quote number worth quoting in an email.
Quotes
Price a job line by line, offer choices and extras, and track whether the customer said yes.
| Number | Customer | Title | Status | Valid until | Total | |
|---|---|---|---|---|---|---|
| Q-00013 | Example Pty Ltd | Switchboard upgrade | Finalised | 06/10/2026 | $2,750.00 | |
| Q-00012 | Jane Smith | Retaining wall, two levels | Accepted | 29/09/2026 | $20,350.00 | Open job |
| Q-00011 | John Smith | Irrigation zones | Draft | 13/10/2026 | $4,620.00 | |
| Q-00010 | Example Pty Ltd | Test and tag round | Expired | 08/09/2026 | $640.00 | |
| Q-00009 | John Smith | Hot water system | Declined | 01/09/2026 | $1,850.00 |
The price book holds the things you quote again and again, each with a code, a unit and a unit price. You mark each one taxable or not. Adding one to a quote copies it onto that quote.
So putting your hourly rate up next April changes what you quote from April. It does not touch the quote you sent last Tuesday, which still says what you told your customer. You switch off an item you no longer offer rather than deleting it, and the quotes that used it keep their copy.
Add item
LabourLAB
Per hour
$95.00
EditSwitch offSwitchboard, 12 circuitsSB12
Each
$1,650.00
EditSwitch offSurge protection
Each
$280.00
EditSwitch offCallout, after hoursAH
Each, switched off
$180.00
EditSwitch onEach line is a quantity, a unit and a price, and a negative price is a discount. The totals work themselves out as you type, then again from what you saved.
Two things turn a price list into an offer. An optional extra sits outside the total until your customer ticks it. Alternatives that share an option group name are a choice, and only the one marked Chosen counts. A 12 zone controller and an 18 zone controller become one decision rather than two quotes.
A line that sits outside the total says so on screen, and your customer sees the same distinction on their own page.
Lines
Your customer is quoted every ordinary line. An optional extra sits under its own heading on their copy, with a tick box, and it joins the total when they tick it.
You email it, text it, or copy the link and send it any way you choose. Your customer gets a page carrying your lines, their choices and their extras.
They pick one option from each choice, tick the extras they want, type their name and email, sign, and accept. Or they decline, and they can say why. When you have set a deposit, the accepted quote shows them a button to pay it by card. The money reaches your own Stripe account.
Nothing here asks them to make an account, install anything, or hunt for a password.
Quote Q-00013
Switchboard upgrade
Prepared for
Example Pty Ltd
Valid until
06/10/2026
New switchboard, 12 circuits
1 each × $1,650.00
$1,650.00
Labour
6 hr × $95.00
$570.00
Optional extras
Accept this quote
Total $2,750.00, with a deposit of $687.50.
Full name
Email or mobile
Signature
Accepting agrees to the terms above.
Decline instead
The quote moves itself to Accepted or Declined, and records who answered and when. It keeps their signature, their reason if they gave one, and whether they paid the deposit.
The quote lists every email it has sent underneath, including the ones you never sent by hand. It sends a follow-up a set number of days after no answer, and a reminder before the valid until date. A quote that lapses turns Expired within the hour, and its link then says so.
If you save a change while your customer has the quote open, the page refuses their answer and shows them the new version. So nobody accepts a price you have just changed.
Customer link
Opened 12/09/2026, 2:14 pm
https://yourcompany.diract.io/quote/3f9a0c2e7b41d6a58e0f2c9b7d4a1e63b8c05f2a9d7e4b16
Accepted online by Jane Smith
jane@example.com · 12/09/2026, 2:14 pm
Deposit of $5,087.50 paid 12/09/2026, 2:16 pm
Follow-ups
The Create job button writes a job into your own jobs table. That job carries the customer, the site, the quote number, the assignee and the starting status. It turns each line in the total into a line on the job.
The Create invoice button drafts the invoice from the job where there is one. So anything you added since the quote reaches the bill, and the paid deposit comes with it. For work that repeats, Repeat this job starts a recurring job from the same customer, site and lines.
You cannot edit an accepted quote. Duplicate makes a new draft with its own number, which is the honest way to change a price somebody has already agreed.
What the customer does with the quote
Most job management tools
They send a PDF to read, and your customer answers by phone or email. You type that answer in yourself, and hope you remember.
Diract
They open a link without an account. They choose, sign and pay the deposit on the page, and the quote records the answer itself.
Offering a cheaper option
Most job management tools
They make you write a second quote. You now have two live prices for one job, and two numbers to track.
Diract
Alternatives share an option group on one quote. Your customer picks one, and only the chosen line reaches the total.
Raising your prices
Most job management tools
Their templates change under you, so an old quote reprints at today's rate and no longer says what you told your customer.
Diract
Each quote keeps its own copy of every line. Changing the price book changes what you quote next, never what you already sent.
What happens after yes
Most job management tools
You retype the job and the invoice from the quote, which is where the line you meant to include goes missing.
Diract
The Create job and Create invoice buttons carry the customer, the site, the lines and the paid deposit across, and the quote links to both.
Where quoting stops
Most job management tools
They give you quoting, jobs and invoicing in a fixed shape somebody else decided.
Diract
The job lands in your own jobs table, with your fields, your statuses and your dashboards around it.