Help center

Quote Falcon is a free app for businesses that price each job after seeing the details. Here's how it works:

1. Clients fill in your quote request form and add photos.
2. You send back a quote with a price for each item.
3. The client accepts online and can pay a deposit by card.
4. You set the job date, and reminders go out for you.
5. You collect the rest by card, or mark it paid.

Yes. Quote Falcon is run from Grimsby, Ontario, Canada. You can reach us at hello@quotefalcon.com.

Signing up is free, with no card needed. Your data stays yours: export your jobs and clients to Excel any time. Card payments go straight to your own Stripe account, so we never hold your money.

The details are in our Terms of service and Privacy policy.

Nothing to use it. There's no subscription and nothing to upgrade - every feature is included.

The only cost is a 1% Quote Falcon fee on card payments clients make through Stripe. Stripe also charges its own processing fee. Cash, e-transfer, cheque and other payments have no fee.

It's free today, apart from the 1% fee on card payments. We may add fees or change the 1% later. If we do, we'll give you reasonable notice first. For a fee change, we'll also tell you by email or a message in your account.

A change never applies to card payments taken before it starts. See section 6 of our Terms of service.

No. Quotes, requests and clients have no cap. There are only a few limits to stop abuse:

• Up to 25 questions on your form.
• Up to 50 lines on a quote.
• Up to 25 client emails a day for a new account, and 200 once it's established.
• After 50 requests in an hour, visitors get a quick "I'm human" check.

Any business that prices each job after seeing what it involves. There are ready-made quote forms for 69 trades, plus a general one for anything else. For example:

• Home and renovation: contractors, painters, roofers, electricians, plumbers
• Outdoor work: landscaping, tree service, concrete, fencing
• Movers, junk removal and one-off cleaning
• Mobile mechanics and detailers
• Weddings and events: planners, florists, DJs, caterers
• Repair and custom work: welding, upholstery, tattoos

See how it works for your trade.

It isn't built for recurring work like weekly cleaning or lawn care. Clients don't book a time slot either. You set the job date once they accept a quote.

Quote Falcon is free and focuses on one part of the work: quote requests with photos, detailed quotes, e-signatures, card deposits, scheduling and getting paid.

Jobber and Housecall Pro charge a monthly fee. They cover more of running a crew, like team accounts, dispatch and recurring jobs.

Quote Falcon has one sign-in per account and no recurring jobs. It suits owners who price each job one at a time.

Sign up free on the home page with Google or an emailed link. No credit card needed. Then follow four short steps:

1. What you do: say where your business is and describe it in a sentence or two. Or pick your trade from a list. Your quote form is written from this.
2. Your quote form: edit, remove or add questions. Your page shows beside them.
3. Your business: add your name, contact details, work area, an optional cover photo, currency, time zone, tax and deposit. Your currency and time zone are filled in from your country, so check they're right. Your link is made from the business name you enter here.
4. Publish: your quote page goes live and we email you its link.

Each step saves as you go, so you can stop and come back later. Your page doesn't take requests until you publish.

Then your Jobs page shows a short checklist to get your first requests (see I've published my page. What next?). When you're ready, you can also:

• Add your logo and colors in Settings > Page design.
• Connect Stripe in Settings > Payments & deposits to take card deposits.
• Add the form to your website from Settings > Share & embed.

Not happy with your form? Redo setup any time.

It takes a few minutes and no technical skills. There are no setup calls, but if you get stuck, email hello@quotefalcon.com.

Send yourself a test request:

1. Tap View quote page at the bottom of the menu.
2. Fill in the form with your own email and send it.
3. Check your inbox for the "we got your request" email a client gets.
4. Open the request in Jobs and try sending a quote.

To try accepting the quote, open its link in a private window or on another device. A browser signed in to your account can't sign for a client.

Delete the test when you're done: open it, then tap Delete quote. Until then it counts as a request in Analytics. Your own visits never count in Page visitors.

A second test from the same device within 24 hours shows an "I'm human" check first. That's your spam protection working. The "we got your request" email only goes to the same address once a day. If a test lands in Spam, one of your spam filters matched it.

Yes - try the live demo on the home page. Click through a sample business's quote form, the quote a client gets and the dashboard. Or watch the short step-by-step tours. There's no video.

To try it with your own account, see How do I see what my clients see?

No, but you don't need one. Quote Falcon works in the web browser on your phone or computer, with nothing to install. Every page works on a phone.

Want an icon that opens it like an app? Add it to your home screen from your browser's menu. On an iPhone, tap Share, then Add to Home Screen.

It needs an internet connection. It doesn't work offline.

Yes, by forwarding. Point your own domain or a subdomain, like quote.yourbusiness.com, at your quote page. You set this up with your domain provider. We can't host your domain for you.

• Plain forwarding: forward it to your link from Settings > Share & embed. Visitors then see the quotefalcon.com address. GoDaddy calls this "Forwarding", Namecheap "URL Redirect Record" and Cloudflare "Redirect Rules".
• Forwarding with masking: keeps your domain in the address bar. Add ?embed=1 to the end of your link, or it won't load. Pick a provider that masks over HTTPS, or browsers show "Not secure".
• Your own website: add the form to it instead (see Sharing your link & your website).

Your page keeps its small "Powered by Quote Falcon" line.

It's your-name.quotefalcon.com. The "your-name" part comes from your business name at setup. Find it, with a copy button, in Settings > Share & embed.

Your account and everything in it would be deleted. Our Terms of service don't promise advance notice. So keep your own copy:

• Export your jobs and clients with Export as Excel in Settings > Account.
• Save the Proof of agreement for any job you may need to prove.

Card payments sit in your own Stripe account, so they aren't affected.

No. Your quote page works on its own at your-name.quotefalcon.com. Share it in your social bios, texts, emails and Google Business Profile.

Have a website? Add a quote button or the whole form to it from Settings > Share & embed.

No, it's English only for now. That covers your account, the buttons on your quote page and the emails clients get.

Anything you write yourself can be in any language: your questions, quote lines, terms and page wording.

The form builder and Ask AI to change your form always write questions in English. To change the language, tap Edit on each question and reword it.

No contract - you can stop any time. There's no subscription, so there's nothing to cancel.

• To take a break, pause your quote page (see Can I stop taking requests for a while?).
• To leave for good, export your jobs and clients. Then delete your account in Settings > Account (see How do I delete my account?).

Type a word like "tax", "reminder" or "deposit" into Search settings at the top of Settings. Tap a result to jump straight to it.

Settings is split into short pages: Business info, Quote form, Page design, Policies & terms, Share & embed, Spam protection, Payments & deposits, Tax, Notifications, Calendar sync and Account. Most Help answers link to the right page.

Quote Falcon handles quote requests, quotes, e-signatures, deposits, card payments, scheduling, client reminders and getting paid. It doesn't do:

• Dispatch, GPS or vehicle tracking, route planning, or assigning jobs to workers
• Time tracking, timesheets, clock-in or payroll
• Inventory, purchase orders or subcontractor management
• Job costing: material costs, markup or profit per job
• Team logins or recurring jobs

Your crew can still follow the schedule with your private calendar link in Settings > Calendar sync. Analytics shows what you've quoted, collected and are still owed - not costs or profit. For your bookkeeper, export your jobs and clients to Excel.

No. Your account always uses light colors, even when your phone or computer is set to dark mode.

It needs to know which jobs you take. A short description like "cleaning" or "roofing" doesn't say, so it asks first. The question shows under your description, with a few examples.

• Add your answer to the description box.
• Tap Build my form again. It only asks once, so this time it builds your form.

To skip the question next time, name your services in your description. For example: "house and gutter cleaning, and pressure washing driveways".

Change anything you like - every question can be edited, removed or added. Quick fixes:

• During setup: tap Change on the Your quote form step. Add more detail to your description, naming the services you do and don't offer. Then tap Build my form again. This replaces the questions. Or tap Pick from a list instead to start from a trade's starter questions. Or use Ask AI to change your form above your questions.
• After you publish: go to Settings > Quote form. In Ask AI to change your form, say what's wrong, like "remove the questions about chimneys". Or edit the questions yourself.
• To start again: tap Redo setup under your questions.

Clients always get a notes box for anything your questions miss.

Sometimes the form builder is busy or switched off. Or your account has built as many forms from a description as it can. Setup then shows a list of trades instead:

1. Pick the closest trade, or Other / custom job.
2. Change the questions on the next step.

You end up in the same place.

Does it say it couldn't tell what jobs you quote? Add a sentence about your work and try again. For example: "We clean gutters and pressure wash driveways in Halifax."

Your country sets two things:

• Units on new questions: miles and feet in the US. Both in Canada and the UK, like "1,000-2,000 sq ft (93-186 m²)". Kilometres and metres in most other countries.
• Spelling and words: US businesses get American spelling. A form written from your description also uses your country's words and money, like "Under £5,000".

In setup, it also suggests your currency and time zone on the Your business step. For example, pounds and London time for the UK, or euros for Ireland. Check them there. After setup, your country doesn't change your currency or your Stripe account's country. Currency is its own setting. Address search depends on your currency, not your country (see Why is there no address search on my form?).

You pick your country under Country you work in in the first setup step. Change it any time under Country in Settings > Business info.

1. Check your Country in Settings > Business info is right. New questions then come out right.
2. Fix the questions you have in Settings > Quote form. Tell Ask AI to change your form, like "change all sizes to metres and kilometres". Or tap Edit on each question and change it yourself.

Changing your country doesn't update questions already on your form. It only affects new ones: starter questions, forms built from your description, and Ask AI changes.

Follow the Get your first quote requests checklist on your Jobs page:

1. Say where you work: add your towns or area in Settings > Business info. Your page then shows "Serving ..." under your name.
2. Write a short description: add a line or two about you, like "Family-run, fully insured", in Settings > Business info. It shows under your name.
3. Send a test request: tap Try your page and ask yourself for a quote with your own email. You'll see exactly what clients get (see How do I see what my clients see?).
4. Share your link: tap Copy link. Put it on your website, Google Business Profile and social bios. Paste it into replies to "how much?" messages (see Where should I share my link?).
5. Take card payments: if you want, connect Stripe in Settings > Payments & deposits. Clients can then pay a deposit when they accept.

When your first real request arrives, open it, add your prices and tap Send quote (see How do I send a quote?).

It also has two optional steps: add your logo and link your Google reviews. The checklist goes away once you've said where you work, written a description, sent a test request and shared your link, or 30 days after you publish. Hide removes it for good, but these steps stay here.

Your account opens on the four setup steps until you publish your quote page. There's no skip, but it only takes a few minutes. You can change everything afterwards.

Tap Publish my quote page when you're done. You then get the full menu and a Go to my jobs button.

Each step saves as you go. Close it or reload any time and you'll pick up on the same step. Typed something on the Your business step that isn't saved yet? Your browser asks before you leave. If you leave it unfinished, we send up to three "finish your page" reminders. Tap Unsubscribe in one to stop them.

Not ready for clients yet? Publish anyway, then pause your page in Settings > Business info until you are (see Can I stop taking requests for a while?).

Redoing your setup? The steps show until you publish again. To go straight back to your jobs, tap Leave setup in the note at the top. Changes you already saved stay.

The setup steps have no Sign out button. On a shared computer, close the browser when you're done. Otherwise you stay signed in there for up to 30 days.

Yes. During setup, your quote page shows beside the steps, just as clients will see it. It updates as you go. On a phone, tap Preview at the bottom of the screen on steps 2 and 3 to see it full screen.

Don't share your link before step 3. It's made from the business name you enter there, so the address shown earlier isn't your real one.

After you publish, tap View quote page at the bottom of the menu. To preview a new logo, colors or font before you save, use Settings > Page design.

No, the demo isn't your account. The demo on the home page is a sample business, Northside Movers, with made-up clients and jobs. Nothing you change there is saved, and nothing sent from its form is kept.

To get your own quote page, sign up free with Google or your email. Your account starts empty, apart from the quote form written for you during setup.

Quote Falcon doesn't send you clients. Requests only come from people who get your link from you. Check these in order:

1. Check it's live. Your Jobs page should say Quote page is live, not paused.
2. Test it. Send yourself a test request (see How do I see what my clients see?). If it arrives, your page works.
3. Check your visitors. Page visitors shows how many people opened your page and how far they got. If it's 0, nobody has your link yet. If people open it but leave, make fewer questions required.
4. Check Spam. A real request may have matched a spam filter. Look in Spam.

Then share your link everywhere clients find you: your Google Business Profile, website, social bios, and every reply to "how much would it cost?" (see Where should I share my link?).

On a computer, the menu runs down the left side. On a phone, tap the three-line menu button at the top of the screen.

• New quote: write a quote yourself, for a client who called.
• Jobs: your home page, with new requests, quotes out, upcoming jobs and every job. Tapping the Quote Falcon logo at the top also brings you here.
• Calendar, Clients, Analytics and Settings.
• At the bottom: View quote page, Help center and Sign out.

Settings is split into short pages. On a computer they're listed beside your settings. On a phone, swipe the row of tabs across the top. Or search for what you need (see How do I find a setting?).

Your form asks for:

• The client's name, email and phone number
• Your own questions
• A preferred date and time of day
• The job address
• Notes
• Up to 10 photos

The name is always asked. Clients must leave an email or a phone number, or both. Some questions can show only for certain answers, so each client sees just the ones about their job.

In Settings > Quote form, you choose whether the email, phone and address are required or optional. You can also stop asking for the phone, address, preferred date or photos.

For US and Canadian businesses, addresses are suggested as clients type.

Go to Settings > Quote form. Under Your questions, you can edit, remove, reorder and add questions. Each question is one of these kinds:

• Long answer: a few lines of text, like "Describe the work".
• Short answer: one line, like "Make and model".
• Number: like "How many rooms?" or "Square footage".
• Date: a date picker, like "Move date".
• Single choice: the client picks one, like "Interior or exterior?". Short options show as buttons.
• Multiple choice: the client ticks all that apply, like "What needs to go?".
• How many of each: the client sets a number for each option with + and - buttons, like "How many TVs of each size?".

You can also:

• Mark a question required if you can't quote without it.
• Hide a question for a while without deleting it.
• Show a question only for certain answers to an earlier Single choice or Multiple choice question. Set it under Show this question (see How do I show a question only for certain answers?).
• Type the change you want into Ask AI to change your form, above your questions.
• Tap Redo setup, below your questions, to build the form again from scratch.

You can have up to 25 questions, hidden ones included.

There's one form per account. Offer different services? Start with a multiple-choice question like "What do you need?". Then show each service's questions only to clients who pick it.

Yes. In Settings > Quote form, tap Hide next to the question. Clients stop seeing it, and it stays in your list.

Tap Show to bring it back. Hidden questions still count toward the 25-question limit.

Want a question to show only for some clients instead? See How do I show a question only for certain answers?

They're the questions your kind of work usually needs answered before you can quote. For example: the size of a move and the stairs at each end for movers, or the vehicle and damage for dent repair.

If you describe your business, Claude, an AI model made by Anthropic, picks the closest trade. It builds your form from our researched questions. If you do several kinds of work, it combines trades. For work no trade covers, it writes its own questions. Sizes and spelling follow your country.

They're only a starting point, so change anything that doesn't fit.

• During setup: go back and change your description or trade. If you already edited questions, your changes are kept, with a button to use the new trade's starter questions instead. To quote more than one kind of job, tap Quote more than one kind of job? on the Your quote form step.
• After you publish: edit the questions in Settings > Quote form, or use Ask AI to change your form. To build the form again, tap Redo setup under your questions. Your page stays live, and your jobs, clients and link are kept.
• Removed every question? Tap Add the suggested questions for my trade to put the starter set back.

Yes. Your form can ask for a preferred date and time of day, like morning or afternoon. It's just a preference to help you plan. Nothing is booked - you set the real job date after the quote is accepted.

Already ask every client for a date in your own questions, like "Move date"? Turn off the preferred date in Settings > Quote form, so clients aren't asked twice. A form written from your description does this for you.

Is your date question only shown for some answers? Then keep the preferred date on, so other clients can still give a date.

Only if you want them to. In Settings > Quote form, set Client's address to Don't ask, Optional or Required. Trades that work at the client's place usually ask. A studio or shop can turn it off.

For US and Canadian businesses, addresses are suggested as clients type, which keeps them accurate. Clients can also search for a place by name, like a venue, hotel or store. If their street isn't found, they type it into the address boxes below. Those boxes always stay editable.

Elsewhere, clients fill in the address boxes themselves.

Yes. Clients can add up to 10 photos per request, if you have photos turned on. You see them with the request and can delete any of them.

• Safe files: photos are resized and saved as plain JPEG images. Location and camera details are removed. Anything that isn't a real image is rejected.
• Private: only you can see them, in your account. They aren't shown on the client's quote page.
• Deleted automatically: 365 days after a completed or cancelled job was last updated, or after a request sits untouched for 365 days. Deleting a job deletes its photos right away.
• Spam: a request in Spam keeps its photos for 30 days, in case it's a real client.
• Storage: you get 300 MB. When it's full, the oldest photos on requests nobody has quoted or edited for a week are deleted to make room. If that's still not enough, the new photo isn't saved and nothing is deleted. The request still comes through, just without the photo.

Yes. Here's how:

1. Go to Settings > Policies & terms.
2. Write your terms, like your deposit and payment rules.
3. Turn on Clients must agree to my terms to send a request or accept a quote.

Clients then have to tick that they agree before they can send a request on your quote form, and again before they can accept a quote. When they accept, the time and the exact wording they agreed to are saved with the job.

You can also show a separate cancellation policy on the same page.

Yes. In Settings > Business info, change your page's heading, subheading and description. For example: "Tell us about your move" or "Free quotes within 24 hours". Leave the heading blank to show your business name.

Your quotes start at 1001 and count up. Each business has its own numbers. The invoice and receipt use the same number as the quote.

Want to carry on from your old numbers? Raise Next quote number in Settings > Quote form. It can only go up, so no two quotes ever share a number.

Yes. In Settings > Quote form, set each one:

• Email: Optional or Required.
• Phone: Don't ask, Optional or Required.
• Client's address: Don't ask, Optional or Required.

The name is always asked. Clients must leave an email or a phone number. If you don't ask for a phone, the email is required.

Client with only a phone number? Text them the quote link from the job. Or have them sign in person with Sign now.

Yes. Turn off Let clients add photos in Settings > Quote form. The photo step disappears from your form. Requests you already got keep their photos.

1. Go to Settings > Policies & terms.
2. Turn on Show a cancellation policy.
3. Write it, like "Cancel up to 48 hours before for a full refund of your deposit".

Clients see it when they accept a quote or pay. They see it again if they tap Request to cancel.

Clients don't tick to agree to it. To make them agree, add it to your terms too. Then turn on Clients must agree to my terms to send a request or accept a quote.

1. Go to Settings > Quote form and tap Edit on the question. For a new one, tap + Add question.
2. Under Show this question, pick Only when "..." is answered with....
3. Tick the answers that should show it.
4. Tap Save.

For example, show "How many windows?" only when "What do you need?" is answered with Window cleaning. In your list, the question then says Only shown when ....

• The deciding question must be a Single choice or Multiple choice question above it.
• You can chain them: a question can depend on one that depends on another.
• A required question is only required for clients who see it.
• If a client changes their answer, the question hides again and its answer isn't sent.

Or tell Ask AI to change your form, like "only ask about siding when they pick house washing". To test it, open your page with View quote page and try the answers.

The rule stops working if the question that decides it:

• was removed or hidden,
• was moved below it,
• was changed to a kind other than Single choice or Multiple choice, or
• no longer has any of the answers you ticked - for example, you renamed that option.

The question then shows to everyone again. Nothing is lost.

To fix it, tap Edit on the question in Settings > Quote form and set Show this question again. Or move it back below the deciding question.

Question never shows? Check which answers you ticked. Clients who pick none of them never see it.

Yes. Here's how:

1. Go to Settings > Quote form. During setup, it's on the Your quote form step.
2. Type what you want into Ask AI to change your form, above your questions. For example: "remove the junk removal questions" or "add a question about roof pitch".
3. Tap Send. You'll see a short note of what it changed. New and changed questions are marked, and anything taken out is listed. Tap Show the whole form to see every question.
4. Not quite right? Keep chatting, like "also make it required". Each reply updates the same change. If it needs to know more, it asks you first.
5. Tap Apply this change to save it. Or tap Discard to keep your form as it is.

Nothing is saved until you tap Apply this change. It can add, remove, reword and reorder questions. It can change answers, make questions required, and set when a question shows. It doesn't touch hidden questions, your business details, or your phone, address, date and photo settings.

A change lasts 30 minutes. If you edit questions by hand in the meantime, ask again. It's done by Claude, an AI model made by Anthropic, with a daily limit per account (see Why can't I use Ask AI to change my form?).

Usually one of these:

• You've used today's changes. Each account gets a set number of AI messages a day. Every message you send counts, applied or not, including follow-ups and answers to its questions. When you're down to your last 3, it tells you how many are left. The count resets once a day, at midnight UTC (world time).
• It didn't understand. It only changes your questions. It replies in the chat with what it can do. Try saying it another way, like "add a question about roof pitch".
• The change expired, or your form changed. A change lasts 30 minutes. It can't be applied if your questions changed after it. Type your request again and tap Send.
• There's no box. It's above your questions, on the Your quote form step of setup and in Settings > Quote form. It may also be switched off for everyone or for your account.

You can always edit, add and remove questions by hand in Settings > Quote form.

No, there's no undo button. Check the preview before you tap Apply this change.

To put something back, ask for it, like "add back the question about stairs". Or fix the questions yourself in Settings > Quote form.

Requests you already got keep their answers either way.

No, there's one form per account - but it can work like several:

1. Start your form with a Multiple choice question like "What do you need?", listing your services.
2. Set each service's questions to show only when that service is picked (see How do I show a question only for certain answers?).

Each client then sees only the questions about their job.

The quickest way is to tell Ask AI to change your form in Settings > Quote form. For example: "add a What do you need question for cleaning and moving, and only show each service's questions when it's picked". Or tap Redo setup and describe every service you offer. Your form is then built that way.

A separate business with its own name and page needs a second account (see Can I run more than one business?).

Tap Redo setup under your questions in Settings > Quote form. It takes you back through the setup steps:

1. Describe your business to have your form written again. Or pick your trade's starter questions.
2. Check your business details.
3. Publish.

Your page stays live and keeps taking requests the whole time. Your jobs, clients, link and other settings are kept. Each step saves as you go, so your page changes as you make changes.

Building from a description replaces all your current questions. Picking a different trade keeps questions you've changed, with a button to use that trade's starter questions instead.

Until you publish, Jobs and Settings open the setup steps. Tap Leave setup at the top to go back. It doesn't undo changes you already saved.

In your first month, until a few requests come in, the Not happy with your setup? note at the top of Settings has the same button. To wipe your whole account instead, see Start over in How do I delete my account?.

Your form can have up to 25 questions, and hidden ones count. At 25, + Add question is greyed out in Settings > Quote form. Remove questions you don't use to make room - hiding isn't enough.

Shorter forms get finished more often. Questions that show only for certain answers help too: each client sees just the ones about their job (see How do I show a question only for certain answers?).

Nothing. Each request keeps the questions and answers exactly as the client saw them. Your changes only affect new requests. That includes rewording, hiding or removing questions, Ask AI changes and redoing setup.

For security, symbols like < = > and square or curly brackets are removed when you save. So "<20 lb" and ">20 lb" both become "20 lb". You then see an error that two options have the same name.

Use words instead, like "Under 20 lb" and "Over 20 lb". Each option in a question needs a different name.

Yes, for US and Canadian businesses. Clients type a place's name, like a wedding venue, hotel, office or store. Matching places show with their address. Picking one fills in the address boxes.

Only places with a street address are listed. Typing a street number searches addresses only. If the place isn't found, clients can type the address in themselves.

Address search only works for businesses that quote in US or Canadian dollars. It finds US and Canadian addresses. It also needs you to ask for the client's address. In Settings > Quote form, check Client's address isn't set to Don't ask.

Elsewhere, clients type their address into the boxes. There's no postcode lookup.

Results list addresses near your client, or near you, first. Clients search US and Canadian addresses together, unless they've picked their country in the address boxes.

Only when you use the form builder in setup or Ask AI to change your form. Then we send Claude, an AI model made by Anthropic:

• what you type
• your answers to its quick questions
• your country
• your form's questions

Your name, email and your clients' requests and details are never sent. It's tagged with an anonymous code, not your account details.

Rather not use AI? Pick your trade from the list during setup and edit the questions by hand.

Yes. Changes in Settings show on your quote page as soon as you save. There's no draft and no second publish. The same goes while redoing setup - each step saves as you go.

To check a change, save it and tap View quote page at the bottom of the menu. For a bigger rework, Ask AI to change your form shows you the change first. Nothing is saved until you tap Apply this change.

You get an email with the client's details. It's an email, not a text message.

The request also shows at the top of your jobs list, waiting for a quote. The client gets a "we got your request" email at the same time.

Choose which emails you get in Settings > Notifications.

Yes. Tap New quote in the menu, then:

1. Enter the client's details and the job.
2. Add your price and send the quote.
3. Schedule the job once they say yes.

Has the client already said yes? Under Status, choose Already accepted instead of Quote, and enter the price.

Set its status to Cancelled / declined. The job stays on record. The client isn't emailed, so let them know yourself if you like.

If it was a mistake, delete it instead. If it's junk, mark it as spam. See How do I mark a request as spam?

Cancelling a job the client already accepted does email them, unless you untick that box.

No, not in bulk. Add them one at a time:

• On your Clients page, tap + Add client.
• Or tap New quote and type in a new client.

Clients who send a request through your quote form are added for you. Moving from another app? Keep it for old jobs and start new quotes here.

On your Clients page. Everyone who sends a request, or that you add yourself, is there. Open a client to:

• See and edit their contact details and address.
• See their jobs and each job's total.
• Keep private notes only you can see.
• Block or delete them.

Quote Falcon has no built-in messaging. Call, text or email them yourself. Replies to your emails go to the contact email in Settings > Business info.

Everything that happened to the job, newest first. Each line says who did it: you, the client, or the app. It includes:

• When it was created, and every price, status and date change.
• Each email sent, and any that bounced.
• When the client opened, signed or declined the quote, or asked for changes or to cancel.
• Photos added and card payments.

Nothing in it can be edited or removed. It's also on the job's Proof of agreement page.

Yes. On the job, under Work photos, tap Add photos. You can add up to 20 from your phone or computer.

Your client sees them under "Photos of the work" on their page. It's a good record that the work was done. Location data is removed before upload.

You can delete any photo. Photos are deleted for good 365 days after a completed or cancelled job was last updated.

Jobs move in a set order. The status menu only shows the moves this job can make right now:

• Quote: can be accepted or cancelled. It can't jump straight to completed.
• Accepted: can be completed or cancelled. It can go back to a quote if nothing was paid. The client's page then says the quote is being updated, until you send it and they accept again.
• Completed: can only go back to accepted, to fix a mistake.
• Cancelled: can be reopened as a quote if nothing was paid. If the client had accepted, it can go back to accepted.

Needs you and Needs signature are filter buttons on your Jobs page. Each shows a count when jobs match. Jobs in the list carry badges that say why, like Changes asked, Asked to cancel, Email bounced, Needs signature or Price not seen.

• Needs you: the client is waiting on you. They asked for changes or to cancel, or declined a new price. Or your last email to them bounced.
• Needs signature: you recorded the client's yes, but they haven't signed yet. Soonest job first.
• Price not seen: you recorded their yes before they ever opened the quote. Get these signed first.
• Not opened: you sent the quote over a day ago and the client hasn't opened it.

They sit next to a job's status on your Jobs page and show what's going on:

• Viewed: the client opened the quote.
• Not opened: you sent the quote over a day ago and it hasn't been opened.
• Changes asked: the client asked for changes before accepting.
• Change asked: on an accepted job, the client asked to add, remove or change something.
• Asked to cancel: the client sent a request to cancel.
• Price change: a higher price is waiting for the client to approve.
• Change declined: the client declined a new price.
• Needs signature: you recorded their yes, but they haven't signed.
• Price not seen: you recorded their yes before they opened the quote.
• Email bounced: your last email to the client didn't arrive.
• Unverified: the request came from a VPN or proxy.

Open the job to deal with it. Paid status shows as its own label, like Unpaid or Deposit paid.

Yes. Go to Settings > Policies & terms and fill in FAQ - questions clients ask. Add up to 8 questions, each with its answer, then tap Save.

They show with your contact details at the top of your quote page. On a phone, clients tap About, contact & FAQ to see them. Clients tap a question to see its answer. Nothing is added for you, so your page has an FAQ only once you write one. To remove a question, clear both the question and its answer, then save.

Nothing is cancelled until you decide. After accepting, the client can tap Request to cancel on their page and give a reason. They see your cancellation policy first, if you've set one.

You get an email, and the job shows their reason. Then choose:

• Cancel the job: the client is emailed that it's cancelled. A card on hold that hasn't been charged is released.
• Keep the job: the request is closed and the job goes ahead. The client isn't emailed, so tell them yourself.

Money already paid isn't refunded automatically. Sort it out with them, following your policy.

On your Clients page, tap + Add client. Fill in their name, email, phone, address and any private notes.

You can also tap New quote and type in a new client. They're saved when you create the quote.

Each email address belongs to one client. If you enter an email you already have, or the same name and phone number as a client you have, you're taken to that client instead.

Open them on your Clients page. Change their Contact info, then tap Save client info.

All their jobs use the new name, email and phone. An email another client already has can't be used twice.

Fixed a mistyped email? Open the job and send the quote again.

Open them on your Clients page, open Danger zone at the bottom and tap Delete client. This deletes the client and all their jobs, photos and history for good.

It won't go ahead if:

• One of their jobs is locked. Untick Locked on it first.
• A job holds money paid through Stripe. Refund it in Stripe first.

Any card on hold that wasn't charged is released. To stop their requests but keep the record, tap Block client there instead.

Open it and tap Delete quote at the bottom. Once it's no longer a quote, it says Delete job. It's gone for good, with its photos and history. The client isn't emailed.

A locked job must be unlocked first. A job holding money paid through Stripe can't be deleted. Refund it in Stripe first, or set it to Cancelled. A card on hold that wasn't charged is released.

Usually Cancelled is the better choice, because it keeps the record. See What if I don't want to take a job?

In two places. Clients never see either one.

• On a job: use Private notes in the job's details, or when you make a new quote. Good for gate codes, parking, or what you agreed by phone.
• On a client: use Private notes on their profile on your Clients page. Good for anything that applies to all their jobs.

Both are included when you export to Excel.

Type in the search box on your Jobs page, under All jobs. It searches client name, email, phone, job address, job number and Stripe payment ID.

The buttons beside it filter by status: Needs you, New requests, Quotes sent, Accepted, Needs signature, Completed and Cancelled. Payment shows paid or unpaid jobs.

To see everything for one person, open them on your Clients page. Booked jobs are also on the Calendar by date.

A short to-do list at the top of your Jobs page. It only shows when something is waiting on you:

• New requests to quote.
• Clients who asked for changes or to cancel, or declined a new price, or an email that bounced.
• Accepted jobs waiting for the client's signature.
• Accepted jobs with no date yet.
• Past jobs still marked Accepted. Mark them Completed or Cancelled.
• Completed jobs not paid yet. Record the payment or ask for it by card.

Tap a line to see those jobs. Below it, Coming up lists accepted jobs in the next 30 days, soonest first. It shows up to 50. The Calendar shows them all.

No. Quote Falcon can't merge or archive clients.

The same email can't be saved twice, and a client typed in again with the same name and phone number is matched to the one you have. So duplicates come from a different email, a different name or a different phone number. Keep the one you use. Only delete the other if you don't need its jobs, because Delete client deletes their jobs too.

Old jobs stay until you delete them. To see only some, use the filter buttons beside the search on your Jobs page, like Accepted or Completed. To keep a job you won't do on record, set it to Cancelled instead of deleting it.

Check these:

• In Settings > Notifications, turn on Email me about new quote requests and Verified requests under it. For requests sent through a VPN or proxy, also turn on Unverified requests.
• Look in the spam folder of the inbox you sign in with. Alerts go there, not to your contact email.
• Check your Spam folder in Quote Falcon. Requests that land there don't email you. See Why did a real request go to Spam?
• Requests from a client you blocked are dropped with no email.

Every other request is on your Jobs page, email or not.

1. It arrives. You get an email, and it shows as New request at the top of your Jobs page. The client gets a "we got your request" email.
2. You quote it. Open it and read their answers and photos. Add your lines, then tap Save & send to client. It now shows Quote sent.
3. They answer. On their page they accept and sign, ask for changes, or decline. If you ask for a deposit and take card payments, they pay it when they accept. You're emailed either way. If they say yes by phone, tap Mark accepted.
4. You book it. The job shows Accepted. Set its date and start time. The client gets a "your job is booked" email, and a reminder before the job.
5. You do the work and get paid. Tap Mark completed. To collect the rest by card, tap Request card payment. Or record cash, e-transfer or a cheque.

• New request: came in from your quote page, or you made it. Not quoted yet.
• Quote sent: you sent the quote and the client hasn't answered.
• Expired: the quote's valid-until date has passed. The client can't accept it until you tap Extend or send it again.
• Accepted: the client said yes, online or you marked it. This is your booked job. With a date, it's on your Calendar. Without one, it's waiting for you to set it.
• Completed: you marked the work done.
• Declined: the client turned the quote down from their page.
• Cancelled: you cancelled it, or chose not to quote it.

There's no separate "Scheduled" status. Payment shows as its own badge next to the status: Unpaid, Deposit paid, Part paid or Paid. A job that's completed and fully paid locks itself.

Quote one and delete the other. Open the extra one and tap Delete quote at the bottom. The client isn't emailed.

Each request becomes its own job, so a form sent twice shows up twice. Both are filed under the same client, matched by email, so their profile is fine.

If they sent it again because something changed, read both first. Each job keeps only its own answers and photos.

A request never changes a saved client's details by itself. That way, nobody can overwrite your client's phone or address just by knowing their email.

What they typed stays on the job. If it's different, the job shows it under their name as On this request. The job address is the one they gave.

If the new details are right, copy them over:

1. Open the client on your Clients page.
2. Change their Contact info.
3. Tap Save client info.

A request from a different email address is filed as a new client.

No. The client's answers and notes stay exactly as sent, as a record of what they asked for. You can change everything you work from:

• Job address, date and private notes: tap Edit job details on the job.
• Name, email and phone: edit their profile on your Clients page.
• Price: edit the quote's lines. That's what the client sees and signs.

Put anything you agreed by phone in Private notes. You can also delete a photo they sent.

Yes, as many as you like. Each request or quote is its own job, with its own price, date, payments and link.

All of a client's jobs are listed on their profile on your Clients page, with each job's total. New requests from the same email are filed there automatically.

To start another job, tap New quote and pick them as the client. Or tap Quote again on a past job to copy its lines.

If two of their jobs are on the same day, they get one reminder email.

Usually one of these:

• It's locked. Completed, fully paid jobs lock themselves. Untick Locked to make changes.
• It's cancelled. Change its status first. Move it back to a quote if nothing was paid, or back to accepted if the client had accepted.
• It's in Spam. Tap Not spam first.
• It changed somewhere else. Maybe in another tab, or a payment just came in. Reload the page and try again.
• It's being emailed right now. Wait a few seconds and try again.

On an accepted job, the quote is read-only at first. Tap Edit quote to change it.

• New requests: requests you haven't quoted yet.
• Quotes out: quotes you sent that aren't accepted yet, and their total.
• Next 7 days: accepted jobs from today through the next 6 days, and their total.
• Unpaid: how much is still owed on completed jobs, and how many jobs.

Spam is never counted. Below them, Coming up lists accepted jobs in the next 30 days. All jobs lists everything, newest first. For totals over a longer period, open Analytics.

1. Open the request and read the client's answers and photos. Or tap + New quote to start one yourself.
2. Add a line for each thing you charge: a description, quantity and unit price. For example, "Two movers, 4 hours". The total adds up as you type.
3. Check the tax.
4. Tap Save & send to client under the lines. You can add a short note for the client first.

The client gets a "your quote is ready" email. Its button opens their quote page, where they can read, print and accept it.

No email for the client? Use Text the quote or Sign now on the job instead.

Each line has a description, a quantity and a unit price. The line total is quantity times price. All the lines add up to the subtotal.

Price it the way you charge:

• 8 hours at $65: quantity 8, price 65.
• 1,200 sq ft at $3.50: quantity 1200, price 3.50.
• A travel fee or materials markup: its own line. Nothing is marked up for you.

Use one "Full job" line or a detailed breakdown, up to 50 lines. A line with a price needs a description. Blank lines are skipped.

To offer an extra the client can choose, tick Optional under a line. See Can I offer optional extras the client can choose?

No. On the client's quote page, every line shows its price, quantity and line total. The quote email lists each line with its amount too.

To show one price, use a single line with the whole price, like "Full job: strip, prime and paint 3 rooms". A line's description can be up to 300 characters, so put what's included there. Optional extras still show their own price.

Turn on tax in Settings > Tax and set your rate. You can name it, like GST, HST or VAT. Left blank, it says "Tax".

Charge two taxes, like GST and PST? Turn on Add a second tax and give it its own name and rate.

Tax is added on top of the subtotal. The client sees the subtotal, each tax and the total. Add your Tax number on the same page to show it on quotes and receipts. There's a box for a second tax number too.

• A change in Settings only applies to new quotes.
• You can still take tax off a single quote.
• If your prices already include tax, leave tax off. There's no tax-included setting.

What to charge is up to you and the rules where you work.

Yes. Edit the lines and tap Save & resend to client. Until you resend, the client sees the old version and can't accept it. Texting them the link also sends the new version.

After they accept, tap Edit quote first. Then choose how to save:

• Save & tell the client emails them the change. A higher price waits for them to approve and sign it, even on a completed job.
• Save without telling them changes the total quietly.

Either way, they can't pay a higher price by card until they approve it. If they decline a new price, you can go back to the agreed quote in one tap. See How do I change the price after a client accepts?

They sign it on their quote page by typing their full name. First they tick any optional extras they want, and agree to your terms if you have any.

If you ask for a deposit and take card payments, the button says Accept & pay deposit. For full payment or a first payment, it says Accept & pay. It opens Stripe's checkout, and the quote is accepted once the payment goes through. Otherwise, it's accepted as soon as they sign.

You get an email either way, and they're emailed a copy of what they signed. Their name, the time, their internet address (IP) and browser are recorded.

They can also tap Ask for changes or Decline. If they say yes by phone, tap Mark accepted on the job.

Ask them to check their spam or junk folder and search for your business name. Then check their email address on the job. If it's wrong, fix it and send the quote again.

Or skip email:

• Text to client sends them the link by text.
• Copy quote link lets you paste it anywhere.
• Sign now lets them sign on the spot, if they're with you.

Sending the link yourself counts as sending the quote. You can also send it from your own email app.

If a quote isn't opened within a day, we email you. The job shows Not opened yet with quick ways to text, copy or resend it.

Before they accept, they see:

• Your business name and logo.
• The quote's lines, with a box to tick on each optional extra.
• Each tax and the total, and the payment schedule if there is one.
• How long the quote is valid, and your terms.
• Buttons to sign and accept, ask for changes, or decline.

After they accept, the same page shows their signature and which payments are done and which is next. It also shows any payment you ask for, the job date with an add-to-calendar button, any work photos, and a Request to cancel option.

Their answers to your quote form aren't shown. A link can be forwarded, and answers can include things like door codes. The link is private and can't be guessed.

Yes. To accept a quote or approve a higher price, the client types their full name. That's their electronic signature. Their name is filled in for them, and they can change it. If they sign on your device in person, they also draw it with a finger.

Each signature is saved with the exact version signed, the time, their internet address (IP) and browser. It also records how they got there: your email link, your QR code or your device.

They're emailed a signed PDF. You can download the same PDF from the job, or open its Proof of agreement page.

Electronic signatures are widely accepted for everyday service work. We can't give legal advice, so for a large or unusual job, check your local rules.

One printable page with everything you'd need if a client disputes a job:

• Every version of the quote you sent or asked them to approve.
• Who agreed to each one, and how.
• Their signature, with the time, internet address (IP), browser and how they reached the page.
• The terms they agreed to.
• The job's full history, including emails and payments.

Each signed version is checked against a fingerprint taken when it was signed. Matches means the record is exactly what they signed.

Open it from Proof of agreement on the job. To keep or send a copy, tap Print / Save as PDF.

Yes:

1. On the job, tap Print quote. On an accepted job, it's called Invoice / receipt.
2. Tap Print / Save as PDF.
3. Choose "Save as PDF" in the print window.

Your client has the same button on their quote page. Once they sign, the job also has a Signed PDF button, and they're emailed that PDF.

Yes. On the job:

• Text to client opens your phone's messages app with their quote link filled in.
• Copy quote link copies it, so you can paste it anywhere, like WhatsApp or Messenger.
• To use your own email, tap Send quote. Then choose Send it from your own email instead. Your email app opens with the message ready.

Any of these counts as sending the quote. The client sees the version you just shared.

Either way, the job shows when the client opens their quote. For emails Quote Falcon sends, it also shows when one is sent or bounces. Ones you send yourself aren't tracked.

Use one of these on the job:

• Mark accepted: note how they said yes and who said it. It shows as a verbal approval until they sign. If they never opened the quote, it shows Price not seen. Have their email? Tick the box to email them a link to sign. Their booking and reminder emails ask them to sign too.
• Text to client: opens your messages app with their link, so they can sign on their phone.
• Sign now, if they're with you: they scan a QR code and sign on their own phone. That's the strongest record, and they keep the link. Or they sign on your phone or tablet by typing their name and drawing their signature. They can get a signed copy by email.

The QR code works for 24 hours. The link for signing on your device works for 2 hours.

No, you can't sign as the client. If you open their quote page while signed in, or on a device you've signed in on before, it won't let you sign.

Instead:

• Tap Mark accepted to record that they agreed. It shows as a verbal approval, not a signature.
• If they're with you, tap Sign now. They scan a QR code and sign on their own phone, or sign on your device.

If a client signs from an internet connection your account has also used, like shared home or office Wi-Fi, the job and its proof page note it.

They tap Ask for changes on their quote page and say what they'd like. You get an email, and their note shows at the top of the quote on the job.

Edit the quote and send it again. That answers them, and they can accept the new version from the same link.

Tip: for something they might want either way, like a second bathroom, make it an optional line. They can tick or untick it themselves.

Before they accept: they tick or untick optional lines themselves. For anything else, they tap Ask for changes. You edit the quote and send it again, and they accept the new version.

After they accept, even mid-job: they tap Ask for a change on their quote page. You get an email, and the job shows under Needs you. Edit the quote, then tap Save & tell the client.

A lower price applies right away. A higher price waits for them to approve and sign it, and they can't pay it by card until then. Payments follow the new total, and what's already paid still counts.

Can't do the change? Tell them, then tap Close without changing.

Found extra work on site? Change the quote the same way. They sign on their phone, or on yours with Sign now.

The client keeps seeing the version you sent until you send the new one. That way they never accept a price you didn't send.

Until then, the job shows Not sent yet and the client's page says the quote is being updated. To send the new version, tap Resend now or text them the link.

If you change it back to what you sent, there's nothing to resend. An accepted job moved back to a quote works the same way. Tap Send it now to send it.

Tap Edit quote on the job and change the lines. Then pick one:

• Save & tell the client: emails them the change. If the price went up, they must approve and sign it, even on a finished job. They can't pay by card until they do. If it went down or stayed the same, they're just told.
• Save without telling them: changes it quietly. They agreed to the old price, so talk to them first. A higher price can't be charged by card until they approve it.

While you wait, the job offers these options:

• Sign now, if they're with you.
• Text them the link.
• They said yes another way - record it. They can sign later.
• Go back to the agreed quote.

If they decline, the new price stays on the job but no payment can be asked until you tap Go back to the agreed quote or send them a different price. If they don't answer within 3 days, we email you a reminder.

Yes, but you won't reach it. A job can be changed up to 500 times, with up to 200 versions sent or agreed. The limit stops a script or mistake from changing a job endlessly.

If you ever hit it, create a new quote for further changes.

Usually one of these:

• It expired. Tap Extend on the job.
• You changed it and haven't sent it again. This includes an accepted job moved back to a quote. Their page says it's being updated until you send it.
• A higher price needs their approval. They approve it first, then they can pay.
• You raised the price without telling them. Save it again with Save & tell the client so they can approve it.
• The total is $0. Add a price and send it.
• It's locked. The job is completed and paid in full.
• There's nothing to pay by card. Card payments are off, or nothing is owed.
• You're on your own device, signed in. You can't sign for the client there.
• Their page says not found. The link got cut off when copied, or you deleted the quote. Have them open it from your latest email, or send it again.

30 days, unless you change it. In Settings > Quote form, pick 7, 14, 30, 60 or 90 days, or no limit. The client sees the date on their quote.

Nothing is declined automatically. After it expires, the client can't accept it, but can still ask for changes or decline.

To give them more time, tap Extend on the job. Or send it again by email, text or link. That makes it valid again from that day.

Yes. On the job, tap Copy as new quote. On a completed or cancelled job, it's called Quote again. Your client's profile also has Quote again next to each past job.

A new quote opens for the same client, with the same lines, job address and notes. It uses your current tax rates. To pick a different client, tap Change. Edit anything and send it. The original job isn't touched.

For lines you use on many quotes, save them instead. See Can I save lines I use often, or add a discount?

No. Each job is quoted and booked on its own.

For repeat work, open the last job or the client's profile and tap Quote again. A new quote opens with the same client, lines, address and notes. Adjust it, send it and book it as usual.

Yes to both.

Saved lines: tap the star on a quote line to save it. Then add it to any quote from the Saved lines menu under the lines. You can save up to 200.

Discounts: add a line with a minus price, like "Repeat client discount" at -50. The subtotal never goes below zero.

Yes. On the quote, tick Optional under a line, like "Haul away the old fence". It's left out of the total unless the client ticks it. To have it ticked for them to start with, also tick Included.

On their page, the client ticks the extras they want. The total, taxes, deposit and payments update as they go. When they accept, they sign exactly what they picked, and that becomes the job's total.

Extras they skip stay on the job as "not chosen". They're left off the invoice and receipt.

At least one line must be a regular line. To offer packages, quote the basic job as regular lines and make each upgrade optional.

Partly. Optional lines are add-ons the client ticks, not a pick-one choice. So quote the basic job as regular lines, and make each upgrade an optional line, like "Premium paint".

For truly separate packages, send one quote per option:

1. Tap Copy as new quote on the job.
2. Change the lines and send it.
3. When the client accepts one, cancel the others.

Yes. Add your Google reviews link under Google reviews in Settings > Page design.

When you mark a job completed, the client gets a thank-you email with a Leave a review button. The email and its button are on unless you turned them off in Settings > Notifications.

Your quote page also shows a Read our Google reviews button.

Under the quote's lines, untick Add tax. It names your taxes, like "Add taxes: GST, PST". Only that quote changes. Your other quotes and Settings > Tax stay the same.

The box only shows once you've set a tax rate. Without one, the quote says no tax is added.

No. You see each request, with the client's answers and photos, and set the price yourself. The client then gets your quote by email.

To quote faster, save the lines you use often, up to 200. Add them to any quote in one tap, then change the quantity, like hours or square feet.

The quote closes and shows Declined. Find it under the Cancelled filter on your Jobs page. Any card payment link you sent for it stops working. You get an email if your notifications are on.

The job shows when they declined and why: price, went with someone else, timing, changed their mind, or another reason. Any note they wrote is there too. Analytics charts why clients decline.

To quote them again, either:

• Change its status back to Quote, edit it and send it again. This works if nothing was paid on it.
• Tap Quote again to start a new quote from a copy.

Photos, yes. Other files, no.

• Photos: add up to 20 under Work photos on the job. Your client sees them under "Photos of the work" on their quote page.
• PDFs, brochures and other files: these can't be attached. Put a link in the Add a note box when you email the quote.

Once the client signs, they're emailed the signed quote as a PDF.

No. Clients send a request from your quote page link. They open their quote from the link you email or text them. It works in any phone or computer browser, with no sign-up, password or app.

You can't unsend an email, but you can stop the quote being used.

• Wrong price or details: edit the lines and tap Save & resend to client. Until you do, the client can't accept the old version.
• Wrong client: delete the quote, and its link stops working. Or set it to Cancelled / declined to keep the record. It can't be accepted then. Neither one emails the client.

To send it to the right client, tap Copy as new quote. Then tap Change to pick the right client.

No. A quote needs a total above zero before you can send it. Until then, the job shows Not priced yet. So you can call the client or see the job first, and price it after.

A line with a blank price counts as $0, so free items can sit next to priced ones. Marking a quote accepted, or adding a job as already accepted, needs a price too.

No. Tax applies to the whole quote or none of it. If only part of a job is taxable:

1. Untick Add tax on that quote.
2. Add the tax as its own line, like "GST on materials (5%)", with the amount worked out.

It shows on the quote and receipt like any other line. It isn't counted in the Tax columns of your Excel export.

A quote keeps the tax rates it was priced with. Changing Settings > Tax never changes a price you already sent. New quotes use the new rate.

To move an older quote to the new rate:

1. Open it, untick Add tax and save.
2. Tick it again and save. It picks up your current rates.
3. If the client already has it, send it again. On an accepted job, use Save & tell the client. A higher total waits for their approval.

Go to Saved lines in Settings > Quote form. Tap Remove next to one to delete it.

To change a price, type the same description on a quote with the new price. Then tap its star again. The saved line is updated, not added twice.

To rename one, save the new wording and remove the old one. You can keep up to 200.

Quote your best guess, like quantity 4 on a "Two movers, per hour" line. When the job's done:

1. Open it and tap Edit quote.
2. Change the hours.
3. Tap Save & tell the client.

Fewer hours: the lower price applies right away and the client is told. More hours: the client must approve and sign the new price. If they're with you, use Sign now. They can't pay the higher amount by card until they sign.

Then tap Request card payment, or record it as paid. Tip: put "final price based on actual hours" in your terms in Settings > Policies & terms.

When you ask for a deposit, a quote only becomes Accepted once the deposit goes through. If they signed but closed the payment page, or their card was declined, nothing was charged. It stays a quote.

They can open the same link and tap Accept & pay deposit again.

Also check the quote hasn't expired. If it has, tap Extend. If you changed it since sending, send it again. If they'll pay you another way, tap Mark accepted instead.

Connect your own Stripe account in Settings > Payments & deposits. Once Stripe approves it, clients can pay by card:

• a deposit or the full price when they accept a quote
• the rest, or the next payment, when you send them a card payment request from the job

They pay on Stripe's secure page. Apple Pay and Google Pay work on phones that support them. The money goes straight to your Stripe account.

1. Go to Settings > Payments & deposits.
2. Pick your business country.
3. Tap Set up a new account. Stripe asks for your business and bank details.

Already have a Stripe account? Tap Connect an existing account instead and sign in at Stripe.

Card payments turn on by themselves once Stripe approves you. That's usually minutes, sometimes a day or two. If Stripe needs more details later, the same page tells you.

Your country can't be changed on a Stripe account. Picked the wrong one, or moved? Tap Disconnect, then set up a new account with the right country.

There's no test mode. A test is a real card payment into your Stripe account.

1. Check that Take card payments and Ask for payment when a client accepts are on in Settings > Payments & deposits.
2. Make a quote to yourself for a small amount. Stripe's smallest charge is 0.50, or 30p in GBP.
3. Send it. Then open the link in a private window or on another device. A browser you've signed in on can't accept for a client.
4. Accept and pay with your own card.
5. On the job, tap View in Stripe next to the payment, and refund it there.

Quote Falcon's 1% isn't returned, and Stripe's own fee follows Stripe's rules. The job's History may note it was signed from an internet connection your account has used. That's expected for a test.

When you're done, set the job to Cancelled, or delete it once the refund shows on the job.

Turn them on in Settings > Payments & deposits:

1. Turn on Ask for payment when a client accepts.
2. Pick a percentage, a fixed amount, Full payment or Payments in stages.

With card payments on, the client signs and pays on Stripe's page. The job is booked once the money comes through. Without card payments, they just sign and you collect the deposit yourself.

A percentage is worked out on the total with tax. A deposit is never more than the total.

Want a different deposit on one quote? Open the job, tap Split the payments into stages and make the first payment the deposit you want, like 10%. If you already sent the quote, send it again.

To collect the rest, see How do I collect the rest after a deposit?

With card payments on, open the job. Under Ask for a card payment, choose Full payment, then tap the request button. It shows the amount, like Request $800.00 full payment.

• Before they accept: their accept button asks for the full price instead of your deposit.
• After they accept: it asks for whatever is still owed. If they've paid something already, there's no choice to make. The button asks for the rest, like Request $300.00 balance.

Then email, text or copy the link to them. It works for 30 days. Clients can't change the amount themselves.

To ask every client for the full price when they accept, turn on Ask for payment when a client accepts and set Ask for to Full payment in Settings > Payments & deposits.

Yes. Set it up in Settings > Payments & deposits:

1. Turn on Ask for payment when a client accepts.
2. Choose Payments in stages.
3. Add 2 to 6 payments, each with a name and a percentage. They must add up to 100%.

The client sees every payment on the quote. With card payments on, they pay the first one when they accept.

After that, the job's Payment schedule shows what's paid and what's next. Tap Request stage 2 by card to send them a link. If they paid cash, e-transfer or cheque, tap Paid another way? Record.

To change one job's payments, tap Edit on that job. If the price changes, the payments follow the new total.

Quote Falcon takes 1% of each card payment through Stripe. Stripe takes it automatically, on top of Stripe's own fee.

The 1% isn't returned if you refund a client or lose a dispute. Stripe's own fee follows Stripe's refund rules.

There's no fee on money you collect another way, like cash or e-transfer.

Two fees come off each card payment: Quote Falcon's 1% and Stripe's own fee. Stripe's fee depends on your country - see Stripe's pricing. Your Stripe Dashboard shows both.

There's no monthly fee. Cash, e-transfer, cheque and other payments cost nothing.

No, there's no surcharge setting. Clients pay the quote's total.

You can build card costs into your prices. Or add your own line to the quote, like "Card processing". That line applies however they pay.

Some places and card networks limit or ban surcharges, so check your local rules first.

Payments go into your own Stripe account. Stripe then pays them out to your bank on your normal Stripe payout schedule. Quote Falcon never holds your money.

Your Stripe Dashboard shows the timing and your bank account. A new Stripe account's first payout can take a little longer.

Stripe handles that, so check your Stripe Dashboard. It shows payouts, your bank account and any ID checks. If Stripe needs more details, the dashboard shows what's missing.

Quote Falcon can't see or change any of it. If Stripe needs something before you can take cards, Settings > Payments & deposits tells you too and links you back.

Usually not. In most countries Stripe accepts individuals and sole proprietors. It asks what kind of business you are when you connect.

Stripe may send you tax forms for card income, like a 1099-K in the US. Ask your accountant what to report.

The card is on hold: Stripe has approved it but hasn't taken the money yet. That usually happens within seconds.

If it's delayed, Quote Falcon keeps trying every 10 minutes for up to 8 days. You can also tap Retry capture on the job.

Stripe keeps a hold for about 7 days. If it runs out first, the client isn't charged. An unexpired payment link works again. A quote they accepted by paying goes back to waiting for them to accept.

If you lower the price meanwhile, only what's still owed is taken. Cancelling the job releases the hold. On a job in Spam, the hold stays: marking it not spam charges it, and deleting the job releases it.

Refund it in your Stripe Dashboard:

1. Open the job.
2. In its payment history, tap View in Stripe next to the payment.
3. Refund all or part of it there.

The job picks up the refund and adds it back to what's owed. To update it now, tap Check with Stripe. Quote Falcon's 1% fee isn't returned.

Giving money back as goodwill? Lower the quote's price too, or the job shows it as owed again.

Gave money back in cash, e-transfer or cheque? When the job shows Refund owed, tap the Record ... refunded button under Payments to log it.

Respond in your Stripe Dashboard. The payment is on your own Stripe account, so the dispute and any Stripe dispute fee are yours. Quote Falcon's 1% isn't returned.

Your best evidence is the signed quote and the job's Proof of agreement page.

While the bank decides, the job shows the payment as disputed. It isn't counted as paid, and the client isn't asked for it again. Win, and it's paid again. Lose, and it's owed again.

Clients can usually dispute up to 120 days after paying.

That's up to you. Nothing is refunded or kept automatically.

Write your rule in Settings > Policies & terms, like "Deposits are non-refundable within 7 days of the job". Clients agree to it when they accept. Then refund or keep the deposit in Stripe to match.

Yes, usually. Stripe's payment page shows Apple Pay and Google Pay when the client's phone or browser supports them. They're on by default in your Stripe account. There's nothing to set up in Quote Falcon.

No. Online payments are cards only, plus Apple Pay and Google Pay. ACH and pay-later options don't show, even if they're on in Stripe.

For e-transfer, bank transfer or PayPal, the client pays you directly. Then you record it on the job, with no Quote Falcon fee. See How do I mark a job paid in cash, e-transfer or cheque?

No. Clients type their card details on Stripe's own secure page, and they go straight to Stripe. Quote Falcon never sees or stores them. Cards aren't saved for later either.

Your business country can be the United States, Canada, the United Kingdom, Australia, New Zealand, Ireland, Germany, France, Spain, Italy, the Netherlands, Belgium, Austria, Portugal, Finland, Sweden, Denmark, Norway, Switzerland, Singapore, Hong Kong or Japan.

Clients pay in your Quote Falcon currency: USD, CAD, GBP, EUR, AUD or NZD. That's true even in countries like Switzerland, Sweden or Japan. Set it in Settings > Business info before you connect Stripe or price a quote. After that it's locked.

Stripe's smallest charge is about 0.50 in your currency, or 30p in GBP. A smaller deposit is rounded up to it, but never past the total. A quote under that amount is accepted without a card payment.

Somewhere else? You can still use Quote Falcon, just not take cards. Clients accept by signing, and you record payments on the job.

Yes. In Settings > Payments & deposits, tap Connect an existing account. Sign in at Stripe and allow Quote Falcon. If it's the account you last disconnected, tap Reconnect previous account instead.

Card payments turn on by themselves once the account can take them.

If the account's payout currency differs from your quotes, Stripe converts each payment and charges a fee.

One Stripe account can only connect to one Quote Falcon account. Seeing "That Stripe account is connected to another Quote Falcon account"? Disconnect it in that account's Settings > Payments & deposits first. Or set up a new Stripe account for this business.

Yes, in Settings > Payments & deposits. Your Stripe account itself isn't touched and keeps every past payment.

While disconnected, open card payment links stop working. Clients accept quotes without paying a deposit.

To connect again, use the same page. Reconnect previous account brings back the same one, if it's still open and still allows Quote Falcon. You can also connect a different account or set up a new one. Card payments turn on again once Stripe approves it.

No. Without Stripe, clients still accept quotes online by signing. You collect payment your own way and record it on the job. See How do I mark a job paid in cash, e-transfer or cheque?

You only need Stripe to take payments by card.

No. There's no PayPal, Venmo or Square connection. Card payments go through Stripe, with Apple Pay and Google Pay.

If the client pays you by PayPal, Venmo, Zelle, e-transfer, cash or cheque, record it on the job. Pick Cash App, E-transfer, Cash, Cheque or Other. There's no Quote Falcon fee.

1. Go to Settings > Payments & deposits.
2. Untick Take card payments.
3. Save.

Stripe stays connected, so turning it back on is one click. While it's off, clients accept by signing, and you collect payment yourself.

Only want to stop deposits? Turn off Ask for payment when a client accepts instead. You can still ask for card payments later on each job.

No. Cards aren't saved, so nothing can be charged later or automatically. The client pays each time on Stripe's secure page.

To collect what's owed:

1. Open the job.
2. Tap Request card payment.
3. Email or text the client the link.

The link stays open for 30 days. The client gets reminders after 3 days and after a week. Turn those off with Payment reminders in Settings > Notifications.

There's no tip option either. To charge a gratuity, add it as a line on the quote.

Sign in at stripe.com with your own Stripe login. It's your own account, with Stripe's full dashboard.

From a job, tap View in Stripe next to a card payment to open it there.

Change your bank account, Stripe email and payout schedule in the Stripe Dashboard. Quote Falcon can't see or change them.

Yes, but the client pays on their own phone. Quote Falcon has no card reader or Tap to Pay, and you never type in a card number.

1. Open the job.
2. Tap Request card payment.
3. Send the link with Text the link, Email the link or Copy link.

The client pays on Stripe's secure page. You need Stripe connected.

Took a card on your own card reader? Record it on the job as paid another way. There's no Quote Falcon fee on that. See How do I mark a job paid in cash, e-transfer or cheque?

Your business's name, not Quote Falcon's. The charge is on your own Stripe account, so statements show the name set there.

To change it, edit the statement descriptor in your Stripe Dashboard's settings.

A quote asks for a card payment only when all of these are true:

• Ask for payment when a client accepts is on in Settings > Payments & deposits.
• Stripe is connected and approved, and Take card payments is on.
• The total is at least Stripe's smallest charge, about 0.50.

If your default is payments in stages and you took the stages off that job, it asks for nothing up front. Jobs you set with Mark accepted take no payment either.

To collect it now, open the job. Under Ask for a card payment, choose Deposit or Full payment. Then tap Request card payment. If they paid another way, record it on the job.

Card payments turn off, and you get an email: "Stripe is no longer connected - card payments are off". Clients can still accept quotes, but can't pay by card. Open payment links stop working too.

To fix it:

1. Go to Settings > Payments & deposits.
2. Tap Disconnect.
3. Connect again, with an account you have or a new one.

A closed account can't be connected again. If Stripe only wants more details, sort that out in your Stripe Dashboard. See Why is my Stripe payout on hold, or my verification stuck?

If none of that happened, check that Take card payments is still on.

Open the job and check its payment history.

• Says the card was approved but not charged yet? The card is on hold and the money is taken automatically. See Why does a payment say the card was approved but not charged yet?
• Nothing there? Tap Check with Stripe to look again. Unlock a locked job first.
• Paid you cash or e-transfer? Record it on the job.

When a card payment goes through, it shows on the job, and you and the client both get a receipt by email.

If they paid after you stopped the link, marked the job paid or changed the price, the card isn't charged.

Not directly. Stop the old one and send a new one:

1. Tap Stop asking under Payments on the job. The old link stops working at once.
2. Make a new request with the right amount.
3. Send it to the client.

If you only changed the job's price, you don't need to. The link always asks for what's owed right then, so the client is never charged too much.

Usually it's one of these:

• The job is locked. Refunds don't apply to locked jobs, so you get a "Stripe update waiting" email. Untick Locked, then tap Check with Stripe.
• Stripe hasn't told us yet. Tap Check with Stripe on the job.
• The refund failed, for example the card was closed. You get a "Refund failed" email, and the money stays in your Stripe balance.

Once it's picked up, the refund shows on the job and adds back to what's owed. Quote Falcon doesn't tell the client about refunds, so let them know yourself.

Yes. The same page changes as the job moves along:

• Quote until the client accepts.
• Invoice once accepted, while money is still owed. It shows what's paid and what's left.
• Receipt once it's paid in full.

It has your business details, tax number, each line, tax and any payment stages. Tap Invoice / receipt on the job to print it or save a PDF. The client sees the same page at their link.

Job numbers start at 1001. To carry on from your old numbers, raise Next quote number in Settings > Quote form. It can't go lower.

There's no due-date field. Put your payment terms in Settings > Policies & terms. For bookkeeping, export your jobs to Excel (see exporting your jobs and clients).

To have them pay by card:

1. Open the job.
2. Tap Request card payment. It shows the amount, like Request $300.00 balance.
3. Tap Email the link, or Copy link to text it.

The client pays on Stripe's page, and the job shows as paid once it's in.

If the job has payment stages, tap Request stage 2 by card under Payment schedule instead.

Paid another way? Record it on the job. See How do I mark a job paid in cash, e-transfer or cheque?

1. Open the job.
2. Tap Mark paid.
3. Choose how you were paid: Cash, E-transfer, Cheque, Cash App or Other.

If the client already paid a card deposit, tap Paid another way? Record instead.

This records everything still owed. There's no Quote Falcon fee. For a part payment, see The client paid only part of the price. How do I record that?

Each payment shows in the job's payment history. If you later raise the price, the difference shows as owed again.

30 days. If it runs out, send a new one from the job.

The link always asks for what's owed right then. A payment you recorded or a lower price is counted. If nothing is owed, the link says so.

It can't take a payment while the client hasn't approved a higher price, or after the quote expires.

To stop it early, tap Stop asking on the job. Recording the payment or cancelling the job also stops it.

Yes, for card payments. When a Stripe payment goes through, the client gets an email receipt with the amount, the job's totals and the payment reference. You get your own copy.

It's sent even if the client unsubscribed. It's only skipped for requests in Spam, throwaway addresses, or addresses that bounced in the last 30 days.

Cash and other recorded payments don't send a receipt.

What's owed is the job's total, minus everything paid. That counts card payments less refunds, plus payments you recorded.

• Money changed hands that isn't shown? Record it, or refund it in Stripe.
• Agreed to let the rest go? Lower the quote's price to what was paid.
• Client paid too much? Refund the difference, or raise the price to match.

Raising the price of an accepted quote needs the client's OK. They sign the new price from their link. Or you record that they agreed by phone.

A card payment link never takes more than what's owed.

Open the job and tap Undo next to the last payment you recorded. What's owed is worked out again. Tap Undo again to remove the one before.

This works for payments and refunds you recorded yourself. Card payments are refunded in Stripe instead. On a locked job, untick Locked first.

Yes, for card payment links you send from a job. If it's still unpaid, the client gets a Payment reminder email after 3 days. They get one more about a week in. That's two at most.

Reminders stop once the link is paid, stopped or expired. Turn them off with Payment reminders in Settings > Notifications.

Deposits for accepting a quote get the Still interested? follow-ups instead. Nothing reminds clients about cash, e-transfer or cheque, so contact them yourself.

On your Jobs page, the Unpaid tile shows completed jobs that aren't paid yet. Tap the line for them in Needs attention to list them.

To filter any time, set Payment under All jobs to Unpaid.

Each job shows a badge: Paid, Deposit paid, Part paid or Unpaid. For totals over time, see Analytics.

No. Online payments are cards only, plus Apple Pay and Google Pay. There's no Klarna, Affirm, Afterpay or other financing.

To spread out a big job, split it into payment stages. See Can clients pay in stages?

There are no automatic late fees or interest either.

Split the job into two payments, then mark the first one paid:

1. Open the job and tap Split the payments into stages. If it already has stages, tap Edit.
2. Set the first payment to the part they paid - for example 40% - and leave the rest for later.
3. Tap Save schedule.
4. Tap Paid another way? Record and choose cash, cheque or e-transfer.

The job now shows Part paid and what's still owed. The client sees the payment names, so keep them plain, like "Paid in cash".

Send them their link. Once a job is accepted, the link shows what's paid and what's owed. Once it's paid in full, it becomes a receipt.

Open the job and tap Text to client, Email client or Copy client's link.

Want a PDF? Tap Invoice / receipt, then Print / Save as PDF, and attach it yourself.

Only card payments send a receipt by email. If you marked it paid in cash, send the link yourself.

Once the client accepts, the quote becomes the job. There's nothing to convert.

1. Open the job.
2. Set the date and start time, and the length if you like.
3. Save.

The job shows on your calendar. The client gets a "Your job is booked" email, unless you turned it off in Settings > Notifications. Their page gets a button to add it to their calendar.

The client's preferred date from their request is shown to guide you. You pick the actual date.

Your Calendar shows scheduled jobs by date. Your jobs list shows every request, quote and job with its status.

Yes.

1. Turn on the calendar feed in Settings > Calendar sync.
2. Copy its private link.
3. Add it to Google Calendar, Apple Calendar or Outlook as a subscribed calendar.

Accepted and completed jobs with a date then show up there, from the last 90 days on. It's one-way: changes in your calendar app don't come back.

Updates aren't instant. Google can take up to 12 hours, Outlook a few hours.

Keep the link private. Anyone with it can see your jobs. If it leaks, get a new link on the same page.

Yes, by email, 24 hours before the job. There are no text reminders.

Change the timing to 2, 4, 12, 24 or 48 hours, or turn them off, in Settings > Notifications.

Each accepted job with a date and time gets one. A job booked too late for its reminder skips it, because the "Your job is booked" email just went out.

Yes. Once the job has a date, the client's page has an add-to-calendar button. It works with Google, Apple, Outlook and others. The booking email links to that page.

Open the job and change its date or status.

• Move: the reminder follows the new time. If the client got the "Your job is booked" email, they're emailed the new date.
• Cancel: on an accepted job, the client is emailed. A card on hold is released. Money already taken isn't refunded - do that in Stripe if you agreed to.
• Mark completed: sends a thank-you email, if you have it on. It's skipped if the job's date was more than two weeks ago.

To skip the move or cancel email, untick Email the client if the date changes or the job is cancelled.

A completed, fully paid job locks itself. Untick Locked to edit it. Some status changes aren't allowed - see Why can't I change a job to some statuses?

Usually it just needs time. Google can take up to 12 hours, and that can't be sped up. Outlook checks every few hours.

Also check that:

• The job is accepted or completed, has a date, and is from the last 90 days.
• You added it as a subscribed calendar, not a one-time import. In Google, use From URL.
• You're using the current link. After Get a new link, the old one stops working.

Your links are in Settings > Calendar sync.

Tap Turn off in Settings > Calendar sync. The private link stops working at once. Remove the calendar from your calendar app too.

Turning it back on makes a new link.

At the top of your Calendar, under Accepted, not scheduled yet. Tap Schedule to give one a date.

They're also counted in Needs attention on your Jobs page, and listed under the Accepted filter.

No. Clients don't pick a time slot, so there are no working hours or blocked days. You set each job's date after the client accepts. Clients only give a preferred date with their request.

Nothing stops two jobs on the same day, so check your Calendar before you pick a date.

A job has one date, a start time and a length of up to 24 hours. For a job over several days, set the first day and note the rest on the job.

Going away? Pause your quote page - see Can I stop taking requests for a while?

No. Quote Falcon doesn't send you job reminders, texts or push alerts. Your notices come by email (see Which emails do I get?), so your phone's email app can alert you.

To see your jobs on your phone, turn on Settings > Calendar sync and add the link to your phone's calendar.

On your Jobs page, Coming up lists accepted jobs in the next 30 days.

No. There's no map view or route planning. The job's address shows as text.

Tip: turn on Settings > Calendar sync and add the link to your phone's calendar. Each job's address becomes the event's location, so you can open it in your maps app.

There's no GPS or vehicle tracking either (see What doesn't Quote Falcon do?).

Yes. Open the quote, tap Edit job details and save a date and start time.

It stays off your Calendar until the client accepts. Then it shows up, the client gets the "Your job is booked" email with that date, and their reminder is set.

The date isn't held for you, so check your Calendar before promising the same day to someone else.

Open the job. Under the client's details, it says what happened to the reminder. Common reasons:

• The job isn't Accepted, or has no start time.
• Reminders are off in Settings > Notifications.
• You booked it too late, and the "Your job is booked" email had just gone out.
• The client asked to cancel and you haven't answered yet. Keep the job and the reminder goes.
• The client has another job with you that day. They get one reminder per day.
• The client has no email, unsubscribed, or their email bounced.
• You hit your daily email limit.

Also check your time zone in Settings > Business info.

No. There's no week or day view, and you can't drag jobs. The Calendar shows one month at a time, with a list of that month's jobs below. Tap a job to open it.

To move a job, open it and change the date in Edit job details.

Want a week or day view on your phone? Add your calendar link from Settings > Calendar sync to Google, Apple or Outlook. On your Jobs page, Coming up lists the next 30 days.

Here's every email your clients can get. They show your business name and come from noreply@quotefalcon.com. Replies go to the contact email in Settings > Business info, if you've filled one in.

Emails marked Optional are on to start. Turn them off in Settings > Notifications.

• We got your request - right after they send a request. Optional.
• Your quote is ready - when you send a quote. It has the link to view and sign it.
• Still interested? - up to two follow-ups on a quote they haven't answered: 3 days after you send it, then 4 days later. Not sent once the quote expires or while it's being changed. Optional.
• Payment reminder - for an unpaid card payment link, 3 days and a week after you sent it. Optional.
• Please sign your quote - when you mark a quote accepted and ask them to sign. At most once a day per job.
• Your signed quote - a PDF copy, right after they sign or approve a new price.
• Your quote was updated or Please approve your updated quote - when you change an accepted job's quote and tell them.
• Your job is booked - the first time an accepted job gets a date. Optional.
• New date or Job cancelled - when you move or cancel an accepted job. Untick "Email the client" to skip it.
• Reminder - before the job. Optional.
• Thank you - when you mark the job completed. It can include a "Leave a review" button. Optional.
• Receipt - after each card payment.

These all go to the email you sign in with:

• New quote requests.
• Quotes accepted, signed or declined.
• Changes or cancellations a client asks for.
• Price changes approved or declined, or still unanswered after 3 days.
• A quote not opened a day after you sent it.
• A client email that bounced.
• Card payments, including ones that failed.
• A copy of each receipt sent to a client.

One switch turns them all on or off, except receipt copies. It's Email me about new quote requests in Settings > Notifications. To skip emails about requests from a VPN or proxy, turn off Unverified requests under it.

There's no second address or CC. To use another address, change your sign-in email in Settings > Account, or set up forwarding in your inbox. Requests in Spam never email you.

Before you publish, you may get up to three Finish your page reminders. They stop once you publish. Quote Falcon never sends newsletters or marketing.

Yes, to stop spam. A new account can send up to 25 client emails in 24 hours. Once it's established, the limit is 200. Established means at least two weeks old, plus either a client has signed a quote from your quote email, or Stripe is taking payments.

• Each client address gets at most 10 emails a day from you.
• The "we got your request" email goes to one address at most once a day.
• Payment receipts and signed-quote copies don't count toward the 25 or 200.

If over 5% of your recent emails bounce, or two or more get marked as spam, client emails pause until we review your account. The job tells you an email wasn't sent. Send the client their link yourself and contact support.

Every email has an unsubscribe link. It stops reminders, follow-ups and thank-yous. If you added the client yourself, it also stops quotes, job updates and signed copies. Receipts still go.

We don't email throwaway addresses, or an address that bounced in the last 30 days. New addresses are checked first. If the check fails or can't run, the email may not go and the job says so. Try again in a few minutes.

The job shows "Quote email bounced - the address may be wrong", and it's added to the job's History. You also get an email about it, at most once a day per job.

We then stop emailing that address for 30 days. Sending again would hurt delivery for everyone.

To fix it:

1. Check the address with the client.
2. Fix it on their client profile.
3. Send again, or text them the link.

If a client marks your email as spam, they're unsubscribed from your emails.

Open the job. Once the client opens their quote and taps, scrolls or moves around on it, it shows Viewed and the time. The History records it too. Link previews and email scanners don't count. If you send the quote again, Viewed clears until they open it again. Opening it yourself, on a device you've signed in on, doesn't count. Only quotes still waiting for an answer are tracked.

If a quote isn't opened a day after you sent it, we email you once. It may be in their spam folder. Text them the link or check their address.

Yes. If a client doesn't answer a quote, they get up to two Still interested? emails: 3 days after you send it, then 4 days later.

They're on to start. Turn them off in Settings > Notifications.

They stop if the quote expires, if the client asks for changes, or while you have unsent changes to the quote. Sending the quote again restarts the count.

No, the wording is fixed. But you can still make a quote email your own:

• Tap Add a note when you send a quote. Your note goes in the email.
• Or choose Send it from your own email instead and write it yourself.

Every email shows your business name at the top. Emails have no images, so they land in the inbox more often. Pick which optional emails go out in Settings > Notifications.

You can change your quote page's heading and description. See Can I change the wording on my quote page?

Yes, if you've added a contact email in Settings > Business info. Client replies go straight to it. Without one, replies don't reach you.

The contact email can be different from the one you sign in with.

From your business name via Quote Falcon, at noreply@quotefalcon.com. Your business name also shows at the top of each email.

To change the name, edit your business name in Settings > Business info. Replies go to the contact email on the same page.

Want a quote to come from your own address? When you send it, choose Send it from your own email instead. Your email app opens with the quote link filled in.

For any other message, tap Email client on the job: your email app opens a new email to them, from your own address.

Go to Settings > Notifications. Under To your clients, you can turn off:

• "We got your request"
• "Your job is booked"
• A reminder before the job
• "Still interested?" follow-ups
• Payment reminders
• A thank-you when a job is Completed, or just its review button

Quotes, quote changes, signed copies and receipts always go. They're part of the job.

To skip the email for one date change or cancellation, untick Email the client if the date changes or the job is cancelled on that job.

Turn off Email me about new quote requests in Settings > Notifications.

Careful: this stops every email to you about your jobs, not just new requests. You'll need to check your Jobs page instead. Copies of payment receipts still come.

Want fewer emails, not none? Leave it on and turn off Unverified requests. Then you only hear about requests from a normal home or mobile connection.

No. Quote Falcon only emails a client about their own request, quote, job and payments. There are no newsletters, promotions or emails to all your clients. See Which emails does Quote Falcon send my clients?

To reach past clients, tap Export as Excel in Settings > Account. The file has every client's contact details, ready for your own mailing tool.

Open the job. Under the client's details, you'll see each email for that job:

• Emailed and the time, if it went.
• Or why it didn't go - for example bounced, unsubscribed or held back by a limit.

This covers the "we got your request" email, the quote, follow-ups, the booking email, the reminder and the thank-you. The job's History lists every email too.

"Emailed" means it reached their email provider. It could still be in their spam folder. For the quote, Viewed shows once they open it.

If an email didn't go, tap Email client or Text to client to send their link yourself.

Every request goes through three kinds of checks:

• hCaptcha and request limits. A short "I'm human" check shows when needed, and one visitor can only send so many requests. Requests that fail are refused and never saved.
• A VPN and proxy check. These requests are only flagged. They still land in your jobs and can still email you.
• Your own spam filters. These are IP addresses, countries and words you mark as spam. Matches go to your Spam folder, with no emails to you or the client.

If over 100 spam requests an hour reach your business, the extra ones are dropped. Clients you always let through are never dropped.

Open the request and tap Mark as spam. It moves to your Spam folder and leaves your jobs, calendar and analytics.

Changed your mind? Open it in Spam and tap Not spam. It comes straight back. You can also tick Always let this client through, so their future requests skip your spam filters.

Spam is deleted for good after 30 days. Requests that are locked or have a card payment wait for you to delete them yourself. To clear Spam sooner, tick requests and tap Delete selected, or tap Empty spam.

There are two ways:

• Block their IP address. On one of their requests, mark its IP address as spam. Anything new from that address goes straight to Spam, with no email to you. They aren't told. You can undo it from the Spam page.
• Block the client. Open their profile on your Clients page and block them. New requests from their email or phone number are then dropped quietly.

Blocking a client keeps their existing jobs. Their quote pages stop sending you declines, change requests and cancel requests. They can still accept, sign and pay.

Yes. In Settings > Spam protection, list words or phrases, one per line. You can also pick countries you never get real clients from. Matching requests go straight to Spam.

Only whole words match, so "ass" won't catch "class". End a word with * to catch longer forms too. For example, "backlink*" also matches "backlinks".

Yes. Go to Settings > Spam protection. You can:

• Set Free requests before the check. This is how many requests one visitor can send in 24 hours before the check shows. It starts at 1. Set it to 0 to always ask.
• Turn on Always ask visitors on a VPN or proxy.
• Turn off Use the human check on my quote page to stop it.

Real clients rarely send more than one request a day, so most never see it.

Even with it off, the check still shows if one visitor sends over about 10 requests in an hour, or your page gets over about 50. This stops a flood of junk from burying real requests.

It was sent through a VPN, proxy or similar hidden connection, so where it came from can't be checked. It's just a flag, not a rejection. Plenty of real clients use VPNs.

You can turn the check off in Settings > Spam protection. Your other spam filters keep working.

In Settings > Notifications, choose which requests email you. Verified requests come from a normal home or mobile connection.

Yes. When you tap Not spam on one of their requests, tick Always let this client through. Their future requests then skip your spam IP, country and word filters.

To undo it, turn it off on their client profile.

Requests from that IP that you haven't acted on yet move to Spam too. Anything you've acted on stays put - for example if you sent a quote, locked it, took a card payment or entered it yourself.

You can mark up to 500 IPs as spam.

One of your own spam filters caught it: a spam IP address, a spam country, or a spam word in something the client typed.

To get it back:

1. Open it from the Spam page.
2. Tap Not spam.
3. Tick Always let this client through so it doesn't happen again.

If a word keeps catching real clients, remove it in Settings > Spam protection. Spam is deleted after 30 days, so check it now and then.

That's hCaptcha, a quick "I'm human" check that keeps spam out. It shows when:

• A visitor sends more requests in 24 hours than your Free requests before the check setting. It starts at 1, so a second request the same day gets the check. That's why you see it when testing your own form.
• The visitor is on a VPN or proxy, and you've turned on Always ask visitors on a VPN or proxy.
• One visitor sends over about 10 requests in an hour, or your page gets over about 50. This applies even with the check turned off.

The visitor completes it, taps send again, and the request comes through. To change when it shows, see Can I change when hCaptcha appears?

Go to Settings > Share & embed, pick a style and copy the code:

• Floating button - stays in the corner of your site.
• Popup button - a "Get a quote" button that opens your form over your page.
• Inline form - the form sits right inside your page.
• Link button - opens your quote page in a new tab. This one works in an email signature too.

Paste the code into your website builder's "Custom HTML" or "Embed" block. Squarespace, WordPress, Shopify and most others have one.

On Wix or GoDaddy, add an "Embed a site" element instead. Paste your link with ?embed=1 on the end, and make it about 1000 pixels tall.

Requests from your website arrive just like ones from your link.

Anywhere clients find you:

• Your Instagram, TikTok or Facebook bio.
• Your Google Business Profile, as your website or appointment link.
• Your email signature.
• Texts, when someone asks "how much would it cost?". Send the link instead of a list of questions.

For business cards, your truck or flyers, print the link or turn it into a QR code. Use any free QR code maker - Quote Falcon doesn't make one. Add ?utm_source=qr to the end of the link first. Those visits then show by name on Page visitors.

Yes. Go to Settings > Account and edit Quote page address. Use lowercase letters, numbers and hyphens.

Your 5 longest-used old addresses keep working. Visitors are sent on to your new one, and no other business can take them. You can switch back to any of them.

Change it more than 5 times and the shortest-used one is released. Another business could then take it.

Still update the link wherever you've shared it, including the code on your website.

No, on purpose. Quote pages ask search engines not to list them, so spammers can't pull up a list of businesses. Clients reach your page through links you share, your website and your Google Business Profile.

Yes, and nothing gets deleted.

1. Go to Settings > Business info.
2. Open the menu next to your quote page's status.
3. Choose Pause the quote page.

Visitors see your business name and a note that you're not taking requests right now. If Show your contact details is on, they also see your phone and email.

When you're ready, choose Turn the quote page back on from the same menu.

Yes, for the floating, popup and link buttons.

1. Go to Settings > Share & embed.
2. Set the Button text, Button color, Text color and Shape.
3. Tap Try it live to see it working.
4. Tap Copy code and replace the old code on your website.

The inline form has no button. It uses your quote page's look from Page design.

Usually it's one of two things:

• It isn't published yet. If your account still opens on the setup steps, finish the last step, Publish.
• It's paused. Your Jobs page and the top of Settings > Business info say Quote page is paused. Open the menu next to it and choose Turn the quote page back on.

If it says Quote page is live, send yourself a test request. See How do I see what my clients see? If the test lands in Spam, one of your spam filters caught it.

If your link says Page not found, the address is wrong. See My quote page link says Page not found.

After a client sends a request, they see a Return to button, like "Return to yourbusiness.com". It takes them back to the web page you choose.

Set it in Settings > Business info. Leave it blank to hide the button.

On your website, the button opens in the full window, not inside the form. The "Request sent!" message itself can't be changed.

Yes. Turn on Show a tap-to-call button in Settings > Business info. A phone button then sits in the corner of your quote page. It needs your number under Contact phone, in any format, with 7 to 15 digits. You can add an extension at the end, like "ext 12" or "x12". The button dials the main number only.

To also list your email, phone, address and website on the page, turn on Show your contact details on the same page.

Yes. They only show on your quote page while Show your contact details is on in Settings > Business info. It's off to start.

Your quotes, invoices and receipts still show your contact details, and client replies still go to your contact email. To keep your phone off those too, leave Contact phone blank.

No. Your link stays the same when you rename your business in Settings > Business info. The new name shows right away on your quote page, quotes and emails.

To change the link too, edit Quote page address in Settings > Account. See Can I change my quote page link?

No. Quote Falcon isn't a lead marketplace or directory. Nobody searches for businesses on it, and quote pages are kept out of Google on purpose.

You bring your own clients by sharing your quote page link - in your bio, Google Business Profile, website and texts. So there are no lead fees. Quote Falcon's only fee is 1% on card payments through Stripe. Stripe also takes its own card fee.

Got leads from Thumbtack, Angi or elsewhere? Send them your link, or add the job yourself with New quote.

No, you can't limit requests to certain towns, postal codes or distances. But you can cut down on them:

• Fill in Service area in Settings > Business info. Your page then says "Serving ..." under your heading.
• Add a required Single choice question like "Which area is the job in?", with your towns and "Somewhere else".
• Make the client's address required in Settings > Quote form.

Requests from other countries can go straight to Spam. See Can requests with certain words, or from certain countries, go to Spam?

For a request you can't take, see What if I don't want to take a job?

The address doesn't match a live page. Copy your link again from Settings > Share & embed, or tap Copy / share link on your Jobs page. Then compare:

• A typo or missing hyphen. Your link looks like your-name.quotefalcon.com, exactly as shown in your account.
• The wrong form of the address. quotefalcon.com/quote/your-name only works inside a website embed. Share your-name.quotefalcon.com instead.
• An old address. Only 5 old addresses keep forwarding. Update the link wherever you shared it. See Can I change my quote page link?

A paused or unpublished page doesn't say "not found". It shows your business name and a note that it isn't taking requests. See Why isn't my quote page taking requests?

Ask what the page said - a screenshot helps. It's usually one of these:

• An "I'm human" check. They complete it, then tap send again. See Why does my form ask people to prove they're human?
• A required question is empty. The form points to it. They fill it in and send again.
• "Too many requests" or "getting a lot of requests right now". Their connection, or your page, sent a lot in the last hour. Waiting an hour fixes it.
• "Isn't taking requests". Your page is paused or not published yet. See Why isn't my quote page taking requests?

Send a test request yourself. See How do I see what my clients see? Also check Spam in case it came through.

Meanwhile, take their details by phone and add the job with New quote. Still stuck? Email hello@quotefalcon.com with your link and what they saw.

Go to Settings > Page design. There you can:

• Add your logo and a cover photo.
• Pick your colors, page style and font.
• Add your Google reviews link. Clients then see a "Read our Google reviews" button on your quote page, and a "Leave a review" button in the thank-you email.

Your logo also shows on each client's quote page. All of this is free.

Your page keeps a small "Powered by Quote Falcon" line. It can't be removed.

In Settings > Business info. That page also has your time zone, country, service area, address, website, and your quote page's heading and description.

The contact email there is the one clients see and reply to. It can differ from the email you sign in with.

Your currency locks while Stripe is connected, or once you have priced quotes, payments or payment links. See Why can't I change my currency?

Pick it under Time zone in Settings > Business info. It sets the times for job dates, reminders and receipts. Daylight saving is handled for you.

Reminders going out at the wrong hour? A wrong time zone is the usual cause.

It locks once money depends on it:

• While Stripe is connected. Clients' cards are charged in that currency.
• Once you have priced quotes, payments or payment links. Changing the currency would relabel those amounts, not convert them.

Start over in Settings > Account clears your jobs. Then you can pick a new currency, as long as Stripe isn't connected.

Tip: pick your currency before you connect Stripe or price a quote.

In Settings > Page design:

• Style: Minimal, Rounded, Sharp, Soft or Elevated. Minimal is the default.
• Font: System, Modern, Friendly or Elegant. System is the default.
• Colors: buttons and highlights, page background, text and card background.

The preview shows your page as you go. Tap Save to put it on your page. To start again, tap Reset to default.

Any photo works. It's resized for you before upload: the logo to 800 pixels and the cover to 1600 pixels on the long side.

A wide or square logo looks best. For the cover, use a wide landscape photo. A PNG logo with a see-through background stays see-through. Location data is removed.

Set them under Logo & cover photo in Settings > Page design:

• Logo: tap Upload, or Replace to change it.
• Cover photo: tap Choose a photo to pick from about 300 of ours, with photos for your kind of work first. Or tap Upload your own. You can also add one during setup, on the Your business step.

Tap Remove to take either one off. Only upload photos you took or have permission to use.

Up to three short reasons to ask you for a quote. Each shows with a tick under your heading. They start as "Free quote", "No account needed" and "Nothing to pay upfront".

Change them under Ticked points under the heading in Settings > Business info. Clear one to remove it.

Ask for a deposit when clients accept? Swap "Nothing to pay upfront" for something else, like "Licensed and insured".

Yes. There's no special field for it, but you can show it in any of these:

• A ticked point under your heading, like "Licensed & insured" or "Licence #12345". Up to 40 characters. Set it under Ticked points under the heading in Settings > Business info.
• Your quote page description, on the same page.
• Your terms, in Settings > Policies & terms. Clients see them with each quote.

For a tax or business number, like GST/HST or VAT, fill in Tax number in Settings > Tax. It shows on your quotes and receipts.

On phones, your description shows right under your heading. A long one is cut to 4 lines, with a More button. Your contact details are folded under About & contact (About, contact & FAQ if you've added an FAQ). This keeps the form near the top of the screen. Clients tap it to open them. On a computer they show in full.

Contact details only show while Show your contact details is on in Settings > Business info.

For something every client should see right away, use the subheading, your service area or the ticked points.

Yes. Fill in Service area in Settings > Business info, like "Eugene & Springfield, OR". Your quote page then shows "Serving Eugene & Springfield, OR" under your heading.

It's text only. It doesn't block requests from outside your area, and there's no radius or postal code setting.

To see where a job is before you quote, keep the address on your form. See Do clients have to give their address? To send requests from other countries to Spam, add those countries in Settings > Spam protection.

Analytics shows these for the dates you pick:

• Quote requests: how many you got.
• Win rate: how many of your sent quotes were accepted.
• Average quote, tax included.
• Revenue: the total of your jobs, paid or not, minus refunds and disputes you lost. It counts completed and confirmed jobs. You can filter it to just one of those.
• Collected: card payments plus payments you recorded, minus refunds. It includes money you kept on cancelled jobs.
• Outstanding: what's still owed.

It also charts revenue over time, where your requests are now, why clients declined, which weekdays requests come in, and your most-used payment methods. Spam is never counted.

Yes. Page visitors shows:

• How many people opened your quote page, started the form and sent a request.
• Where they came from, like Google, Instagram or your website.
• Phone or computer, time on the page and rough city.

Your own visits and bots aren't counted. No visitor IP addresses are stored with these stats. Visits are kept for 90 days, and you can reset the stats any time.

Tip: add ?utm_source=instagram, or any name, to the end of a link you share. Visits from it then show by that name.

Yes, on Page visitors. It shows where people came from, like Google, Facebook, Instagram or your website. Its Recent visits list shows each visit's source and whether it led to a request.

Texts, QR codes and most apps show as Direct. To see them by name, add ?utm_source=facebook, or any name, to links you share.

The source isn't shown on the job itself. Visits are kept for 90 days.

No, there's no QuickBooks, Xero or Zapier connection. But you have two easy options:

• Card payments land in your own Stripe account. Most accounting software can connect to Stripe.
• Export your jobs, payments and clients to Excel any time, then bring them into your books. See Can I export my jobs and clients?

Yes, for free. Tap Export as Excel in Settings > Account. You can filter jobs by dates, status or client.

The file has:

• Your jobs: quote lines, totals, status, payments, and who signed and when. Each tax has its own columns, plus Amount Paid, Balance Due and Payment Method. So you can total the tax or payments for any period.
• Card payments: a separate sheet for jobs paid by card through Stripe. It shows deposits, refunds, disputes and any card hold that was never collected.
• Your clients: contact details, notes and totals.

Dates go by each job's date. A quote, or a job with no date yet, uses the day it was accepted or the request came in.

The .xlsx file opens in Excel, Google Sheets or Numbers. It leaves out photos, settings, spam and each job's full history. For a job's full record, open it and choose Proof of agreement.

Yes. At the top of Analytics, pick Last 7 days, Last 30 days, Last 90 days, Last 12 months or All time. You can also filter revenue by job status.

For any other dates, export to Excel with a date range. See Can I export my jobs and clients?

Yes. On Page visitors, tick either box:

• Hide visitors from spam countries uses your spam countries list.
• Hide unverified visitors hides people on a VPN or private relay, whose location is hidden.

The page says how many visits are hidden, and every number follows the filters. Your own visits and bots are never counted.

Usually for one of two reasons:

• Analytics goes by the job's date, not the day you were paid. A deposit paid today for a job next month counts next month. Jobs without a date use the day they were accepted or requested. All time includes future jobs too.
• Stripe pays you after fees, on its own schedule. Collected is what clients paid, before Stripe's fee and the 1% Quote Falcon fee. It also includes cash and other payments you recorded, which never go through Stripe.

For your books, export to Excel with a date range. See Can I export my jobs and clients? Check your payouts in your Stripe Dashboard.

Probably not. Your own visits are never counted. That includes any phone or computer you've ever signed in on, even after you sign out. Link previews, bots and the preview in Settings don't count either.

To test it, ask a friend to open your link on their phone. Reload Page visitors and their visit shows. Each person counts once a day.

Still low? Check the filters at the top of Page visitors. Hide visitors from spam countries and Hide unverified visitors leave some visits out. The page says how many.

No password needed. On the log in page, either:

• Tap Continue with Google, or
• Type your email and tap Email me a sign-in link.

Your email address is your account. Google and an emailed link for the same address open the same account.

Seeing No account found for that Google account? You picked a Google account with a different email. Try again and pick the right one - we ask each time. Or use an emailed link. See It says no account found when I sign in.

You stay signed in until you don't use your account for 30 days, and for 90 days at most from when you signed in.

Check your spam, junk or Promotions folder, and search for "Quote Falcon". It can take a minute or two. Then check:

• Is it the address you signed up with? Links only go to an address with an account. Other addresses get nothing, even though the page says a link is on its way. Signed up with Google? Use Continue with Google instead.
• A typo? Check the address and try again.
• Asked several times? Each address gets 3 links an hour and 8 a day. Any recent link works until you use one, so try the newest.

A sign-in link lasts 15 minutes. A sign-up link lasts 24 hours. Each works once. The link opens a Confirm sign-in page. Tap Sign in to Quote Falcon to finish. If it has expired, tap Email me a fresh link on that page.

Continue with Google works with any Google account that uses your email, not just Gmail. Still stuck? Email hello@quotefalcon.com with the address you tried.

You stay signed in on your device until you sign out, don't use it for 30 days, or 90 days have passed since you signed in. Then you sign in again with Google or an emailed link.

Switching networks, like wifi to mobile data or a VPN, doesn't sign you out. Changing your sign-in email signs you out everywhere.

Lost what you were typing? See It said my session expired and I lost what I typed.

Yes, once every 30 days.

1. Go to Settings > Account and tap Change sign-in email.
2. Enter the new address.
3. Click the link we email to your current address.
4. Click the link we email to the new address.

Both links must be clicked within 24 hours. Until then nothing changes, and you can cancel from the same place.

After the change, you're signed out everywhere. Sign in with the new address, by emailed link or a Google account with that address. Your notifications go there too. Your jobs, clients, settings, quote page and Stripe stay the same.

For two weeks, your old address gets an Undo link in case it wasn't you. See an email change you didn't ask for.

Good to know:

• If the new address already has a Quote Falcon account, delete that account first, or pick another address.
• Still in setup? Settings opens once you publish. If you've barely started, sign up again with the right address and ignore the first account. Click Unsubscribe in its reminder emails to stop them. Or publish, pause the page right away, then change it here.
• The contact email clients see is separate. Change it any time in Settings > Business info.
• Lost access to your current email? Email hello@quotefalcon.com.

Got "Confirm your new sign-in email"? Don't click it. Nothing changes without that link, and it expires in 24 hours. But someone was signed in to your account to ask. Secure the email and Google account you sign in with. If someone may still have your account open, email hello@quotefalcon.com and we'll sign out every session.

Got "Your sign-in email was changed"? Click Undo this change in that email. It works for 14 days. It puts your address back and signs everyone out, including whoever made the change. They needed your inbox too, so change your email password and turn on two-step verification.

Link expired or not working? Email hello@quotefalcon.com and we'll help you get the account back.

No, there's no separate two-factor setting. But there's also no password to steal. You sign in with Google, which can use Google's own 2-Step Verification. Or you use a one-time link that expires after 15 minutes.

So keep your email account secure, with its own two-step verification. That keeps your Quote Falcon account secure too.

No. Each account has one sign-in, for the owner who does the quoting. There's no assigning jobs to workers, dispatch, checklists, time or GPS tracking, route planning or inventory.

Your crew can still see the schedule:

1. Turn on Settings > Calendar sync.
2. Give them your private calendar link.
3. They add it to Google Calendar, Apple Calendar or Outlook.

Anyone with the link sees your jobs, including client names, phone numbers and addresses. Calendar apps update every few hours - Google can take up to 12. If someone leaves, tap Get a new link and the old one stops working.

You can also forward your notification emails to someone else.

1. Go to the bottom of Settings > Account.
2. Tap Delete my account.
3. Type DELETE in capitals. The button stays grey until you do.
4. Confirm.

Everything is erased for good: your quote page and link, requests, quotes, jobs, clients, photos, signatures, history and settings. It can't be undone, so export your jobs and clients first and save any Proof of agreement you need. Backup copies are overwritten within about 8 days.

Want to clear it out but keep the account? Use Start over on the same page, and type RESET to confirm. It deletes every job, client, question, saved line, spam IP, logo, cover photo and your visitor stats. It resets your settings and takes you through setup again.

Start over keeps your sign-in, quote page link, business name, trade and connected Stripe account. While Stripe stays connected, your Take card payments setting stays too. Any pause or limit we've put on your client emails also stays. Your page takes requests again once you publish it.

Just want a different quote form? Redo setup keeps everything else.

Either way, your Stripe account isn't touched. Past payments, refunds and payouts stay in your Stripe Dashboard. Card holds that were never charged are released.

Never published your page? Settings won't open yet. Email hello@quotefalcon.com from its sign-in address to delete it, or just leave it - it never takes requests.

Yes, with a separate account for each. Each account is one business with one quote page. For a second business, sign up again with a different email address.

Each account has its own clients, quotes, settings and Stripe account. One email address can't be on two accounts.

Our servers are in Canada. Backups are kept in the US and overwritten after about 8 days.

Only you see your clients' details. Our service providers, like Stripe and our email provider, only process what they need to do their part. We don't sell data, and we run no ads or third-party trackers. Our cookies only keep you signed in and the site working.

To keep your data safe:

• There's no password to steal. You sign in with Google or an emailed link.
• Your clients' quote links and your calendar link can't be guessed.
• Location data is removed from photos.
• Access controls limit what our own team can see.

If a breach ever put your data at real risk, we'd tell you and report it as the law requires.

Quote Falcon isn't built for health records, so only ask clients what you need to quote the job. For details, see our Privacy policy. For GDPR questions or a data processing agreement, email hello@quotefalcon.com.

Email hello@quotefalcon.com. Support is by email only - there's no phone line or live chat.

In your account, you can also tap the help button in the bottom right corner. Type a question to get an answer from this Help center. Questions typed there are saved so we can improve the answers.

Tap Sign out at the bottom of the menu. On a phone, open the menu first.

Otherwise you stay signed in on each device for up to 30 days without use. There's no button to sign out your other devices. If you think someone else has your account open, email hello@quotefalcon.com and we'll sign out every session.

Quote Falcon has turned off your account, and only we can turn it back on. Email hello@quotefalcon.com from your sign-in email address.

While it's disabled:

• You can't sign in.
• Your quote page doesn't take requests.
• The quote links your clients have don't open.
• No card payments are taken. Uncharged card holds and open payment links are released.

Here: Terms of service and Privacy policy. They're also linked at the bottom of the Quote Falcon homepage and Help Center.

In short, Quote Falcon is software for taking quote requests, sending quotes and taking deposits. It isn't part of the deal between a business and its clients. It's free apart from the 1% fee on card payments.

Got a quote from a business? Your job follows the business's own terms, shown on your quote page if they've added any. Questions about ours? Email hello@quotefalcon.com.

You signed in with a different email from the one your account uses.

• Used Google? You picked the wrong Google account. Tap Continue with Google again and choose the other one. We ask which one each time.
• Signed up with an emailed link? Type that same address on the log in page and tap Email me a sign-in link. A Google account with that address works too.
• Changed your sign-in email? Your old Google account stops working. Use a Google account with the new address, or an emailed link.

No email arriving? It's probably the wrong address. We send nothing to addresses without an account. Not sure which you used? Look for our "Welcome to Quote Falcon" email from when you published, or email hello@quotefalcon.com.

Check these:

• There's one more tap. The link opens a Confirm sign-in page. Tap Sign in to Quote Falcon to finish.
• It signs in the device that opened it. Open the email on the phone or computer you want to use.
• Your email app opened its own browser. Some email apps open links inside the app, so you're signed in there, not in Safari or Chrome. Use the app's "Open in browser" option, or copy the link into your browser.
• "This link was already used" or "has expired". Each link works once, for 15 minutes. If it has expired, tap Email me a fresh link on that page. If it was already used, get a new one from the log in page.
• "Please open the sign-in link from your email again". Open it straight from the email, in a browser that allows cookies. A private window that blocks cookies can't finish signing in.

Or skip the email and use Continue with Google, if your account uses a Google address.

The message tells you what to fix:

• "Please agree to the Terms of service and Privacy policy": tick the box above the sign-up buttons and try again.
• "Did you mean ...?" or "That email domain can't receive mail": check how your address is spelled.
• "Please use a permanent email address": throwaway inboxes don't work. Use your normal email.
• "Please complete the captcha": finish the "I'm human" check, then tap the button again.
• "Too many signups from this network": several sign-ups came from your connection in the last hour. Wait an hour, or try mobile data.
• "Google sign-in was cancelled" or "Your sign-in session expired": tap Continue with Google again and finish in one go.
• "Your Google account's email isn't verified yet": verify it with Google first, or sign up with an emailed link.
• "That email address was recently moved off a Quote Falcon account": it can't open a new account for two weeks. Use another address.

If email sign-up won't work, Continue with Google usually does. Still stuck? Email hello@quotefalcon.com with the message you saw.

No, accounts can't be merged. Each email address is its own account, with its own quote page, jobs and clients.

Pick the one you'll keep and always sign in with that address. For the other one:

• If it was published: sign in as that address and delete it in Settings > Account. See How do I delete my account?
• If it never got past setup: you can leave it - it never takes requests. Click Unsubscribe in its "finish your page" reminder. Or email hello@quotefalcon.com from that address to have it deleted.

Want the other account's address on the one you keep? Delete the other account first, then change your sign-in email. See Can I change the email I sign in with?

You stay signed in for 30 days without use, and a page left open for hours still saves. Typing can only be lost if you were signed out meanwhile: you tapped Sign out, changed your sign-in email, didn't use your account for 30 days, or 90 days passed since you signed in. Then the next save is refused, and anything typed since your last save is lost.

To avoid it on a long quote:

• Tap Save as you go. It keeps your changes without sending anything to the client.
• Been away a while? Copy any long text before you save, so you can paste it back after signing in.

Then sign in again, open the job and carry on. See Why was I signed out?

Yes. Sign in on each with the same Google account or email address. You'll see the same jobs, clients and settings everywhere.

Signing in on one doesn't sign you out of the other. Each stays signed in on its own for up to 30 days without use. An emailed sign-in link signs in the device you open it on.

An account has one sign-in, so anyone else using it would be using your login. See Can I add team members?

Look at the top of the menu. On a phone, open the menu first. It shows your business name, and under it the email you sign in with. Settings > Account also shows it under Signed in as.

Wrong account? Tap Sign out at the bottom of the menu. Then sign in with the other address or Google account.

No. Google only shares your name, email address and an ID for your Google account. We keep the email and ID to recognize you next time.

Quote Falcon can't read your Gmail, contacts, calendar or Drive. It can't do anything in your Google account.

Calendar sync works the other way: you add your Quote Falcon calendar link to Google Calendar yourself. See Can I see my jobs in Google Calendar or Apple Calendar?

Try these, in order:

1. Reload the page. If you haven't used your account for 30 days, you've been signed out. Sign in again.
2. Check your connection. On a weak signal, a save can fail quietly. Try wifi or find better signal.
3. Look for a message. Some buttons wait for you first, like typing DELETE or filling in a required box.
4. Try another browser. Use an up-to-date Chrome, Safari, Edge or Firefox. A private window rules out add-ons like ad blockers.

If it says the site is down for maintenance, wait a few minutes and try again. Still stuck? Email hello@quotefalcon.com. Say what you clicked, what you expected, and which device and browser you use. Add a screenshot if you can.