A quotation also known as estimate is a document that covers the parts or services you’ll need to complete a job and approximately how much they will cost.
7. Add the products and services that need to be added to the quote.
Line Item - Choose this if you want to add any part or service that needs to be included in the invoice.
8. After adding the parts & services to the quote, transactional discounts and global taxes will be applied to that quote.
If you want to update the dicount amount, click the “Edit” icon next to the “Discount” option.
Quotations are sent to customers before the commencement of a job for acceptance. Once accepted by the customer, technicians will perform the services or replace the parts listed in the quote to complete a job.