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Editing a quote in the portal

So you would like to edit a quote?

To begin:

  1. Select 'Quote' in the icons page. 
  2. To edit an existing quote, you will need to select 'Quote' from the quotes home page.

To add a task:

Once in the quote you can click the ‘Add tasks’ button and write in your actions.

For an invoice: 

Under the invoice tab, you can list your hours of work and the cost per hour, to create a total cost quote. See above in creating a new quote for more information.

Make sure to save before you leave the page.

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