Module 13.1 Creating quotes

By the end of this module, you'll be able to create new customer quotes ready for sending for approval.


MODULE 13 - QUOTING

13.1: Creating Quotes On Advanced quotes there is a full quoting and customer acceptance flow, quotes on core are just the creation of the quotes, then the rest is done manually.

When creating a quote on advanced, you first select the date of the quote and when the offer expires.

Once you get to adding quote items, this opens the form that looks just like adding a job, with some additional fields. For example, you can choose whether to have a start date or to set this once the quote has been accepted.


Squeegee Status
2022