---
title: "Quotation and Sales Order Software App | ServicePilot"
description: "Create quotations with GST on every line, convert them to sales orders and handle returns, all linked to the customer and the job."
url: https://servicepilot.in/features/quotations-and-sales/
canonical: https://servicepilot.in/features/quotations-and-sales/
site: ServicePilot
section: Features
updated: 2026-10-30
language: en-IN
---

ServicePilot feature

# Quotations, sales orders and returns for service businesses

ServicePilot lets you prepare a quotation with items, services and tax on each line, convert an accepted quotation into a sales order, and record returns. Everything is linked to the customer, so a sale of parts or equipment sits beside the service history.

## Quotation software for small businesses

Field service management software (FSM) with quotations that carry tax on every line, turn into a sales order when accepted, and keep returns against the same customer.

Quoting is a chore that decides revenue. A quote typed into a document each time is slow and inconsistent. ServicePilot builds the quote from your catalogue so price, tax and terms are the same every time.

## Quotations

- Add services from your catalogue and products from inventory.
- Tax on each line, with the totals worked out for you.
- Linked to the customer and, where there was one, the lead and survey.

## Sales orders and returns

Accepted quotations become sales orders. If goods come back, record a sales return against the order so stock and the customer's account stay right. Stock movements flow to [inventory](https://servicepilot.in/features/inventory-and-purchasing/), and billing to [GST invoicing](https://servicepilot.in/features/gst-invoicing/).

## From quote to order

- Prepare the quotation from the lead or customer.
- Send it and record the outcome.
- Convert an accepted quote to an order.
- Deliver and bill, with a return if needed.

## Illustrative example: a CCTV installation

A security installer quotes eight cameras, a recorder and cabling for a showroom, with installation as a service line. The customer accepts, the quotation becomes an order, stock is issued and a one-year maintenance contract is added.

## Who it is for

Businesses that sell goods and installations alongside service, such as [CCTV](https://servicepilot.in/industries/cctv-and-security/), [RO](https://servicepilot.in/industries/ro-water-purifier/) and [solar](https://servicepilot.in/industries/solar/).

## Related ServicePilot features

- [GST Invoicing GST invoices with SAC codes and a GST sales register](https://servicepilot.in/features/gst-invoicing/)
- [Inventory & Purchasing Parts, vendors, purchase orders, goods receipts and stock movements](https://servicepilot.in/features/inventory-and-purchasing/)
- [Leads & Site Surveys Track enquiries, book a survey and convert a lead into a customer](https://servicepilot.in/features/leads-and-site-surveys/)
- [Payments & Collections Record payments against invoices and chase what is overdue](https://servicepilot.in/features/payments-and-collections/)

## Guides on this topic

[Pest Control Bed Bug Treatment Cost: How Pest Control Firms Should Price Bed bug treatment cost for pest control firms: pricing by rooms, beds and sofas, the inspection, two treatment visits and a warranty, with a worked example. Read the article](https://servicepilot.in/blog/pest-control/bed-bug-treatment-cost/)[Fire Safety Fire Extinguisher Refilling Price List: A Format to Set Your Rates Fire extinguisher refilling price list format for fire safety firms: type, capacity, refill, hydro test and part charges, with a method to set your own rates. Read the article](https://servicepilot.in/blog/fire-safety/fire-extinguisher-refilling-price-list/)[Pest Control Cockroach Treatment Price: How Pest Control Firms Should Set It Cockroach treatment price for pest control firms: pricing gel and spray treatments by flat size, kitchen count and follow-ups, with a worked example. Read the article](https://servicepilot.in/blog/pest-control/cockroach-treatment-price/)

## Frequently asked questions

**Q: Is tax applied per line?**
A: Yes. Each line carries its own tax, so a mix of services and goods is priced correctly.

**Q: Can a quotation become an order?**
A: Yes. An accepted quotation converts to a sales order without retyping.

**Q: Can I sell equipment as well as service?**
A: Yes. Products from your inventory can be quoted and sold, for example a new purifier or camera.

**Q: Are quotations included in the Starter plan?**
A: No. Sales are part of the Growth plan and above. See pricing.

[Book a free demo](https://servicepilot.in/request-demo/) [See pricing](https://servicepilot.in/pricing/)