Quote Overview

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Entering a New Quote

Before you can create a quote you will need to Setting Up Tasks

Customize the Lead Source drop down.

Quote can be entered from the Mobile App or the desk top the above video only convers the desk top application.

Tasks must be set up before creating a quote use the following link to learn how to set up tasks: Setting Up Tasks

Click on Add Quote and Select the customer.

Fill in information on the quote Job Name-> Branch-> Date->(Expiration date will be 30 days from quote date)

Start date-> Prepared For-> Report Type-> Address-> Go though all the tabs to enter all the information on the quote.

Now that the quote is completed you can send it to the customer to sign or convert it to a Job.

Preview the quote by clicking print.

When your happy with the quote click the E-mail or Text to send it to the customer.

Choose E-mail and click on Quick to select contacts for that customer and send the quote.

Choose Send Link to either send a link to the quote via text or email.

The customer can open the link in a browser and have the option to sign the quote and download the signed quote.

Once a quote has been singed it becomes read only. Use the filters on the find quote screen to include eSigned.

On the quote under eSigned shows when the quote was signed.

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