Create an Offer
Detailed guide to creating offers in *blinkpilot*
This guide walks you through creating a complete offer from start to finish.
Before You Start
Make sure you have:
- At least one customer (company or contact) in your system
- Products/services in your catalog (optional but recommended)
Step-by-Step Guide
1. Start a New Offer
- Go to Offers in the sidebar
- Click Create Offer
2. Offer Details
Fill in the basic information:
| Field | Required | Description |
|---|---|---|
| Title | Yes | Descriptive name (e.g., "Kitchen Renovation - Smith Family") |
| Type | Yes | Service, Goods, or Service & Goods |
| Valid Until | Yes | Expiration date for the offer |
| Segments | No | Estimated number of work segments |
| Description | No | Additional details about the work |
About Segments: This indicates how many separate work sessions the job will need. The scheduler uses this information later when planning the work.
3. Select Customer
Choose whether this is for a business or private customer:
Business Customer:
- Select a company from your list
- Optionally select a specific contact person
- Address is pre-filled from company data
Private Customer:
- Select a contact directly
- Address is taken from the contact
Shipping Address: Enable "Different shipping address" if the work location differs from the billing address.
4. Add Line Items
Click Add Item for each product or service:
| Field | Description |
|---|---|
| Product | Select from catalog or enter custom item |
| Quantity | Number of units |
| Unit Price | Price per unit (pre-filled from product) |
| Discount % | Optional percentage discount |
| VAT Rate | Tax rate for this item |
The system automatically calculates:
- Net amount per line
- Total net, VAT, and gross amounts
5. Review Totals
Check the summary at the bottom:
- Subtotal - Sum of all line items
- Total Discount - If any discounts applied
- Total VAT - Tax amount
- Total Gross - Final amount including tax
6. Internal Notes
Add notes visible only to your team:
- Customer preferences
- Special instructions
- Follow-up reminders
7. Save the Offer
Click Create Offer to save. You'll be redirected to the offer detail page.
What's Next?
After creating, you can:
- Send to customer
- Edit if needed
- Duplicate for similar jobs