mayhaw
estimates & quotes that turn into invoices
articles
- 01
send a branded estimate
build a quote, send a signing link, and let the customer accept online.
3 steps·~2 min - 02
track when a customer views or accepts
see exactly where every estimate is in the pipeline.
3 steps·~2 min - 03
turn an accepted estimate into a pawpaw invoice
one-click conversion from signed quote to billable invoice.
3 steps·~2 min - 04
save a quote as a draft
for quotes you're still building (waiting on a material price, need a teammate to confirm scope, or the customer asked for a tweak), save as draft. the customer never sees it until you click send.
3 steps·~2 min - 05
ask for a deposit when the quote is accepted
for jobs that need materials or a chunk of upfront work, get the deposit at signature time — not later. mayhaw collects it through stripe the moment the customer accepts.
3 steps·~2 min - 06
add attachments to a quote
for quotes that need supporting files — a scope of work pdf, photos of the property, sample work, a signed waiver — attach them to the quote. customers see them on the public quote page.
3 steps·~2 min - 07
when a quote is declined — capture the reason
a declined quote is data, not failure. mayhaw asks the customer why they declined (or you can ask later). over time you learn what's actually losing you deals.
3 steps·~2 min - 08
set an expiration date on every quote
an open-ended quote sits in the customer's inbox forever. an expiring one creates urgency — customers are 3x more likely to accept a quote that expires this week.
3 steps·~2 min - 09
filter your quote list by status
the mayhaw dashboard groups every quote by where it is in the pipeline — drafts, sent, viewed, accepted, invoiced, archived. tap a tab to focus on one stage.
3 steps·~2 min - 10
preview the email customer gets
before you send a quote, see the actual email — your branding, your line items, your share link — so you can catch a typo or a wrong number before the customer does.
3 steps·~2 min - 11
copy the share link to send by text or dm
every sent quote has a public share link the customer uses to view and accept it. you can send it through any channel — text, instagram dm, signal — not just email.
3 steps·~2 min - 12
preview the quote as the customer would see it
open the public share link from your end to see exactly what the customer sees — the layout, the buttons, the deposit prompt, the attachment list.
3 steps·~2 min - 13
open an accepted quote as a gopher project
for multi-week builds — fabrication, woodwork, custom builds — accepted quotes can become gopher projects instead of (or in addition to) pawpaw invoices. line items become gopher materials with cost data ready.
3 steps·~2 min - 14
send a quote for a signed contract
for jobs where the customer's signature on the quote isn't enough — you need a separate msa, waiver, or scope-of-work contract — mayhaw can hand off to loblolly so the customer e-signs the contract before the work starts.
3 steps·~2 min - 15
archive a quote without losing it
for quotes you don't want cluttering the active list — declined ones you've moved on from, accepted ones already invoiced, expired ones — archive instead of delete. the audit history stays intact.
3 steps·~2 min - 16
delete a draft you no longer need
drafts (and declined / expired / archived quotes) can be deleted permanently — they were never sent or are no longer in play, so deleting doesn't break the audit trail.
3 steps·~2 min - 17
what your customer sees on the share page
the public mayhaw-share page is what every quote link opens. it's branded to your business, mobile-first, and built for one job — review and accept (or decline).
3 steps·~2 min - 18
auto-fill deposits from your service catalog
for services that always need a deposit (custom orders, premium services), set the default deposit % on the mockingbird service. when you pick that service into a quote, the deposit field fills itself in.
3 steps·~2 min
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