View Categories

Other Quote Functions

< 1 min read

If the quote involves equipment already installed on site, click the Service Equipment button on the right of the screen and select the correct equipment.

To attach pictures or documents to the quote, click the Attach Picture / Doc button on the lower-right of the screen. This might include pictures of the site or a scanned copy of a signed contract.

To add more notes to the quote, click the Additional Notes button on the upper-right of the screen. The user can add an unlimited number of additional notes to a quote.

To delete the quote, click the Move to Trash button in the upper-right of the screen.

 

Powered by BetterDocs