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What's new

New 17 September 2026

Marshall can draft quotes as you create them

Marshall can suggest a quote summary, footer notes and line items while you create a quote from a job.

Marshall's suggested quote draft on create

When you create a quote from a job, Marshall can draft the customer-facing summary, footer notes and line items from the job name, notes, products, orders, documents and survey details. You will see a single loading panel while Marshall reads the job, and you can choose Fill in manually instead if you would rather type it yourself.

Keep the lines you want, clear the ones you do not, then create the quote. You can do the full line item editing on the next page. Prices stay at 0 when Marshall does not have a stored amount, so you can fill them in.

If you come back to an existing quote, those suggestions stay put. Suggest from job is still there if you want to add products, orders or time logs yourself.

Open quotes →

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team@fitterpal.com

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