1. How to create quotes

How to create quotes

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.
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