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
acceptance. Once the customer accepts, technicians will perform the services or
replace the parts listed in the quote to complete a job.
the "Quotes" module from the top-left hamburger icon.
2. Select the "+“ icon
from the bottom-right corner to create a new Quote.
- Under the "Customer
Details" ”section, select the Organization and Customer information
required for the quote.
- Select the "View
Customer" ”option to see the customer details and choose the property required
for the quote.
the required Job details to choose a job, job schedule, and job category, and select the required service address.
Select the "Billing
Address" ”or the quote. If the service address and billing address are
the same, click on "Same as the service address."
Select the "Quote
Details" option to add the reference number, quote date, and expiry
date, and choose the template.
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.
Select the "Other
Details" option to add the custom quote field details.
Finally, select the "Create"
button to create the quote.