A quote can be approved manualy by Pooltrackr users, or by the customer. This section will cover off the customer quote approval process.
- Generate a quote and press send
- The customer will receive an email, with the quote attached and an Approve button
- If the customer clicks Approve, they will be taken to an approval screen, where they enter their name and signature
- Once this is complete, the quote status will change to Approved in the portal and can be scheduled
