Quoting: rate cards, vehicles and margin

A quote is built from a lead. Open the lead, price it, send it — the customer sees a page with the figure and can accept it there.

Where the number comes from

Your rate card, under Settings → Quote settings, prices a move by distance and transport type. The lane mileage is resolved from the two ZIPs, so the suggested price appears as soon as the route is known. It is a starting point, not a rule — every figure on the quote can be typed over.

The three figures

These are one set of numbers, not three independent ones. Change any of them and the others follow.

Several vehicles

A quote can carry more than one vehicle, each with its own price. The header totals and the per-vehicle prices are the same source of truth read two ways: edit a vehicle and the header updates; edit the header and the change is shared across the vehicles in proportion to what they already cost. The parts always add up to the total exactly — no rounding drift, no cent that appears from nowhere.

Adding a vehicle to an existing quote adds it to that quote. You do not need to re-quote the lead.

Duplicating and return trips

The bottom of a quote has Duplicate and Return trip. Duplicate copies the quote so you can offer the same job on a different date — both stay on the same lead, so the customer's enquiry remains one record. Return trip does the same with the route reversed, which is the most common reason to duplicate at all. Neither changes the original.