Create Quote:

1. Select Quotes from the side menu.
2. Select Create on the top right corner.
3. Click on Add a customer to your quote and either add an existing Customer or Create a New Customer.
4. Click on Add Line to add items to your Quote:
   1. Add Item – add any item from your Inventory.
   2. Add Description – Add text placement holder for item. No price for this line.
   3. Add Asset – Add an Asset from the linked Job to this Quote (If linked to job).
   4. Add Items Used – Add any or all items that were added to the Job in the Items Used section (If linked to job).
5. Click Create Quote to complete the process.