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