quotation, also known as the estimate, covers the parts or service which is
required to complete a job and approximately how much they will cost.
Quotations are sent to customers before the commencement of a job for
1. Select the "Quotes" module from the top-left hamburger icon
2. Select the "+“ icon
from the bottom-right corner to create a new Quote.
3. Select the "Quote Details"
option to add the reference number, quote date, and expiry date, and choose the
Choose the "Add tag"
option under Tags to select the quote tags.
Select the "+“Add"
option to add the product line items for the quote.
4. Select the "Other
Details" option to add the custom quote field details.
Finally, select the "Save"
button to create the quote.
With this, the user can create a new quote that comprises the total cost of
the job by providing the breakdown of the individual line items. Once the customer accepts the quotations,
technicians will perform the services or replace the parts listed in the quote
to complete a job.