Tulloch PriestCo-founder, Gas Engineer Software · Co-founder of Gas Engineer Software

How to Create Quotes & Invoices in GES

8 Apr 2026 · 1 min

Watch on YouTube

1:08

The video walks viewers through the end‑to‑end process of handling quotes in the GES software. It begins by describing the Quotes page, which lists each quote with details such as issue date, value, job number, address, and linked customer. To start a new quote, users click the Create Quote button (or Create New from any screen), then select an existing job by searching its number, address, or customer name, or create a new job by entering the customer’s name and address. On the quote editor, line items are added by specifying description, quantity, price, and VAT (defaulting to 20%). Users can speed up entry by applying a saved line‑item template or creating a new one. The quote can be saved as a draft, approved and emailed directly to the customer, or approved and previewed for later sending. Once the customer accepts the quote, the user opens it and clicks Convert to Invoice, which generates an editable invoice draft ready for finalization and dispatch when the job is completed. The tutorial emphasizes that the entire workflow can be completed in just a few clicks.

Chapters

By the end of this video, you'll be able to create and send a professional quote and convert it to an invoice in just a few clicks. On the Quotes page, you'll see a list of all your quotes, including when they were issued, their value, the job number, address, and customer they're linked to. To create a new one, click Create Quote or use Create New from any page in the software. Select the job this record is for, search using the job number, address, or customer name, or click New Job to create one. If you're creating a new job, Enter the customer's name and job address, then click Create, and you'll be on the editor screen. To add line items, click Add Item. Enter the description, quantity, price, and VAT, which defaults to 20% where applicable. Then save. To save time, click Use Template to apply an existing line template or create and save a new one for future use. When you're ready, click Save to keep it as a draft or select Approve and Email to send it directly to your customer. You can also choose Approve and Preview if you'd like to issue it without sending it straight away. Once a quote has been accepted, open it and click Convert to Invoice. It will be ready as an editable draft so you can finalize and send it when the job's complete. That's it! Your quote is sent and ready to turn into an invoice when the work is done.