Module 7.14 Quotes

By the end of the module, you'll be able to have set everything needed to send quotes and handle the booking element once customers have replied as you wish to.


MODULE 7 - ADMINS AND OWNERS - GLOBAL SETTINGS

7.14: Quotes

Much like the global settings for invoices, there are the same fields to add to quotes: email, phone, Website quote prefix and quote notes to appear on all quotes.

Quote SMS template and accepted message The SMS default template and accepted message template can be configured in the same way as other templates which is gone through in depth in module 17.

Automatic Quote conversions The final two options, if enabled, allow accepted quotes to be automatically converted into jobs and have the confirmation message automatically sent out once they are scheduled in as a confirmed booking.


Squeegee Status
2022