The Quotes section allows you to manage all the quotations created for your customers.
You can add new quotes, print or preview quotes, send them to your customers, duplicate them, or delete those that are no longer needed.
The details of all quotes can be exported and also you can add quote items, attachments, internal notes, etc to them. You can also assign an engineer to the quote which will show in the Calendar for the selected engineers, please note the Job Sheet App does not show quotes.
1. Navigate to Quotes.
The Quotes page is displayed.
2. Click the reference number of the quote to view the quote details.
The selected quote details are displayed.
From here, you can edit, print or preview, and duplicate or delete the quote. You can also send the quote to a customer and mark it as sent.
3. Scroll down the Quotes page.
From here, you can manage the quote items, body, footer, terms & conditions, attachments, engineers, and internal notes.
For more information, refer to the following articles:
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