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Documentation Index

Fetch the complete documentation index at: https://docs.jingjaiops.com/llms.txt

Use this file to discover all available pages before exploring further.

You can create a quote from the Quotes list, the + quick-create menu, or directly from a customer’s detail panel.

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Step by step

1

Open the new quote form

Click New Quote at the top of the Quotes list, or pick New Quote from the + menu.
2

Choose the customer

Pick from your existing customer list, or click New Customer to add one inline.
3

Set the dates

Job Start and Job End are required. The duration auto-fills based on these dates.
4

Set rental duration unit

The default is Weeks. Switch to Days or Months if needed. Line item rates respect this unit.
5

Add line items

Search inventory, add kits, or add manual lines. See Line items for full detail.
6

Add a deposit (optional)

Tick Security Deposit Required and enter the amount. Deposits are VAT excluded.
7

Set quote validity

Default is 14 days. After this, the quote auto-expires if not accepted.
8

Add notes

Internal notes (your team only) and customer-facing notes (printed on the PDF).
9

Save as draft or send

Save Draft keeps it private. Send to Client moves it to Sent and emails the customer.

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Field reference

FieldRequiredNotes
CustomerYesPick existing or create inline
Quote DateYesDefaults to today
Job StartYesFirst day of rental
Job EndYesLast day of rental, inclusive
Rental Duration UnitYesDays, Weeks (default), or Months
Expiry DateYesDefaults to today + 14 days
CurrencyYesDefaults to your business setting (THB)
VAT RateYesDefaults to your business setting (7%)
Customer NotesNoPrinted on the PDF
Internal NotesNoYour team only
Security DepositNoToggle on, enter amount
Optional ItemsNoAdd anywhere in line items

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AI quote builder

If you’d rather describe the job in plain English (or Thai), click AI Assist at the top of the new quote form.
1

Describe the job

Example: “3-day shoot in Phuket starting Friday, 4 cameras, 2 lighting kits, 1 audio package, full crew gear.”
2

Review suggested line items

Claude AI matches your description to inventory items and kits. Each suggestion shows quantity, duration, and rate.
3

Edit before saving

You can change any line, remove items, or add more. The AI is a starting point, not the final answer.
Read more in AI Quote Builder.

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Quote numbering

Quotes are numbered automatically in the format QT-YYYY-NNNN:
  • QT — quote prefix (configurable in Settings → Business Settings)
  • YYYY — the year the quote was created
  • NNNN — a sequential number that resets each year, zero-padded to 4 digits
The number is assigned the moment you save the draft. It cannot be changed afterwards.

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Duplicating a quote

If you regularly send similar quotes, duplicate an existing one rather than building from scratch:
1

Open the quote

Click any quote in the list.
2

Choose Duplicate

Click the menu (•••) at the top right and pick Duplicate.
3

Edit the copy

A new draft opens with all line items copied. Update dates, customer, and any line changes.
4

Send

Save or send as usual.
The original quote is unchanged. Duplicates get a new quote number.