---
canonical_url: "https://buildwithwave.com/docs/workflows/on-site-quotes-for-reps"
title: "Quote on site as a sales or marketing rep"
description: "Walk a new client's property, build a quote with Wave on your phone and leave it with the property manager before you head to the next stop."
group: "workflows"
lane: "how-to"
status: "published"
publishedAt: 2026-10-09
updatedAt: 2026-10-09
sidebarOrder: 30
tags: ["workflow"]
relatedSlugs:
  - "account/invite-a-teammate"
  - "collaboration/share-links"
  - "estimates/multi-unit-estimates"
  - "workflows/put-wave-to-work"
sidebarLabel: "On-site quotes"
---

Turn a site visit into a quote before you leave the property. Whether you are meeting a property manager at a condominium, an HOA board member or the manager of an apartment complex, you can describe what you see, review the estimate on your phone and send it while you are still there.

## How it works with Wave

1. **Create the job from the property.** Open go.buildwithwave.com on your phone, tell Wave the client, address and what you see, and add photos. See [Create a job](/docs/jobs/create-a-job) and [Use Wave on your phone](/docs/get-started/use-wave-on-your-phone).
2. **Describe it out loud.** Tap the mic and walk the area. Each take is added to your draft, so you can record room by room. See [Use voice input](/docs/estimates/voice-input).
3. **Group the work by unit.** For a building with more than one unit, tell Wave which unit each room belongs to, and the estimate groups rooms by unit with a subtotal for each. See [Estimate a multi-unit loss](/docs/estimates/multi-unit-estimates).
4. **Review on your phone.** Open the **Estimates** tab, tap a line to edit it or ask Wave to change it. See [Use Wave on your phone](/docs/get-started/use-wave-on-your-phone).
5. **Leave the quote.** Choose **Export**, then either send a **Share link** for the customer, which opens as a clean branded page with no sign-in, or tap **Send PDF** to text or email a branded PDF. Choose the **Client summary** report for a room-by-room scope with one total. See [Customize reports](/docs/estimates/customize-reports).
6. **Hand the job to your team.** Use **Assign** on the job's Overview to bring in a project manager, and ask Wave to book a visit, such as "Send Luis to the Garza job tomorrow at 9". See [Job details, contacts and team](/docs/jobs/job-details-and-contacts) and [Book a visit](/docs/jobs/book-a-visit).

## Tip

Add a Project note with your terms before you send, for example your deposit or scheduling notes, so the property manager reads them right next to the numbers. See [Project notes](/docs/estimates/estimate-notes).

## Availability

Each estimate uses one estimate credit, and jobs use none. See [How estimate credits work](/docs/billing/estimate-credits).

## Related

- [Invite a teammate](/docs/account/invite-a-teammate)
- [Share an estimate](/docs/collaboration/share-links)
- [Estimate a multi-unit loss](/docs/estimates/multi-unit-estimates)
- [Put Wave to work in your workflow](/docs/workflows/put-wave-to-work)