Your first day with Quoflow

Accept your invite, sign in, and check your first job in about fifteen minutes.

This guide takes you from your invite link to your first checked job. You don’t need to set anything up: your workspace, sales inbox and prices are already connected by your administrator.

1. Accept your invite

  1. Open the invite link you were sent. It works once, so use it on the computer you’ll mostly work from.
  2. Enter your name and email address, and choose a password. Use a password you don’t use anywhere else.
  3. You’ll land on the Jobs list. Bookmark app.quoflow.co.nz so you can sign in again later.
Invite link not working?
Invite links expire and can only be used once. Ask your administrator to send a fresh one.

2. Find your way around

  • Jobs is where you’ll spend most of your time. Every quote request becomes a job.
  • Inbox shows the shared sales mailbox and how each email was sorted. You can read emails here, but nothing you do in Quoflow moves, deletes or marks anything in Outlook.
  • Settings holds your account details. Most workspace settings are for administrators only.

3. Check your first job

  1. On the Jobs list, open the Ready to check tab and pick a small residential job.
  2. Read the email summary at the top, so you know what the customer asked for.
  3. Open the plan review and go through the doors one by one. See Checking a plan, step by step.
  4. When every door is right, mark the job as reviewed, then price it.
Try one you’ve already priced
A great way to build trust in Quoflow is to check a job you’ve already quoted by hand, then compare the two. Tell us about every difference you find.

Next

Read The Jobs list and Sending feedback and reporting problems.

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Last updated 16 October 2026