Overview
This section enables you to generate and manage quotes, from creation to conversion to a job.
Creating a quote
Creating a quote
To create a new quote
- Click New quote
- Select the Contact an Pool
- Select the job type
- Check the task list and make any changes
- Add any Notes or Tags
- Save, if you are note ready to send, OR
- Press Actions > Preview & send
- Review all the information
- Press Send quote
TIP: The customer will see an approve button in the quote email.
Open quotes
This section is a list view of all the open quotes in the system.
Filtering the list
You can filter the quote list by
- Search
- Status
- Tags
- Date range
Adjusting the view
Use the Columns button to adjust the columns you want shown on the page. You can also sort, and pin columns by hovering over a specific column and clicking the 3 dots.
Actions
On the right hand side of the page, the actions column enables you to
- Change the quote status
- Access the detailed quote view
Archived quotes
This section is a list view of all the archived quotes in the system.
Filtering the list
You can filter the quote list by
- Search
- Date range
Adjusting the view
Use the Columns button to adjust the columns you want shown on the page. You can also sort, and pin columns by hovering over a specific column and clicking the 3 dots.
Actions
On the right hand side of the page, the actions column enables you to download arcived quotes.