---
title: Quote Icons - Getting Started
description: Quote Icons - Getting Started
---

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1. [ServiceBox Support Knowledge Base](https://learn.getservicebox.com/?hsLang=en)
2. [Quotes](https://learn.getservicebox.com/quotes?hsLang=en)
3. [Getting Started](https://learn.getservicebox.com/quotes?hsLang=en#getting-started)

# Quote Icons - Getting Started

## This article introduces new ServiceBox users to the main features and tools available when working with quotes, including quote details, pricing, notes, To Dos, attachments, and email or print options.

#### **Summary**

This document will explain the main features for using Quotes in ServiceBox.  Provide this info to your Basic Users to get them up and going.  

Once the quote details have been entered and the quote number has been assigned, the following icons are available in the quote.

#### **Icons**

| <https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19082354892/original/9jZH_bTtBijfySp83ine32brnFzQ-yee_A.png?1633381981> ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Apr-21-2026-05-16-38-8646-PM.png?width=670&height=398&name=image-png-Apr-21-2026-05-16-38-8646-PM.png) | Details - Main page for Quotes - Enter in details for customer (Bill To) and job location. - Set Status. - Enter Description and all other details for the quote. |
| --- | --- |
| [![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Apr-21-2026-05-17-49-9448-PM.png?width=670&height=410&name=image-png-Apr-21-2026-05-17-49-9448-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19082354907/original/nX7CTbzX_Is_lovpm8iVwBz8gBeHEfciFw.png?1633382016) | Pricing - Enter pricing for the quote based on categories available - Job Costing is available at the bottom of all categories |
| <https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19082354910/original/pjNsgTRGVFl9a-EGadayODHglsE_ylJhLw.png?1633382036> ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Apr-21-2026-05-18-39-2217-PM.png?width=670&height=320&name=image-png-Apr-21-2026-05-18-39-2217-PM.png) | Internal Notes - Create notes that customers that will not see in any reports.  This is meant to be for internal notes between all users. |
| [![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Apr-21-2026-05-19-09-6274-PM.png?width=670&height=404&name=image-png-Apr-21-2026-05-19-09-6274-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19082354916/original/zvB1OrlmCU3jLg7CnCRv-p7XSgi7FQ5spw.png?1633382054) | To Dos - Create To Dos that are related to the Quote |
| <https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19082354930/original/CSK-Wny3zOrqqH7tCUOTQyTftsYnW97tmQ.png?1633382074> ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Apr-21-2026-05-19-32-1967-PM.png?width=670&height=435&name=image-png-Apr-21-2026-05-19-32-1967-PM.png) | Attachments - Add attachments to the Quotes.  Add Pictures, Documents, etc. - Add links to Dropbox files to the Quote. |
| <https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19082354945/original/RL8R9yGQJ_Sl8ezy_oI1xzVtOAyBWFOCaw.png?1633382090> ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Apr-21-2026-05-20-18-8610-PM.png?width=670&height=411&name=image-png-Apr-21-2026-05-20-18-8610-PM.png) | Email Quote - Email the Quote as a PDF. - Default values are configured in Settings. - Add attachments and email. - Set what is emailed in the PDF. |
| ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Apr-21-2026-05-20-43-3762-PM.png?width=670&height=449&name=image-png-Apr-21-2026-05-20-43-3762-PM.png) | Print - Print Quote as a PDF with selected sections to display. |
| ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jun-01-2026-07-59-00-0769-PM.png?width=305&height=121&name=image-png-Jun-01-2026-07-59-00-0769-PM.png) | Quote Categories Quote Categories provide a way to organize quote items into logical groups. This is particularly useful when quotes contain multiple services, products, or phases of work. Benefits include: - Better organization - Improved readability for customers - Easier quote review - Consistent categorization of work |
| ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jun-01-2026-08-01-07-5732-PM.png?width=670&height=325&name=image-png-Jun-01-2026-08-01-07-5732-PM.png) | Quote Custom Columns Quote Custom Columns allow businesses to add additional fields to their quotes. These custom fields provide flexibility for organizations that need to track information unique to their workflow. Examples may include: - Sales Representative - Estimator - Approval Information - Internal Tracking Fields This allows each company to tailor quote layouts to their operational needs. |

### **Need Help?**

If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.

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