Creating and Managing Quotes

Adam Gurley
Adam Gurley
  • Updated

To create a new quote, simply choose 'Add Quote' from the tablet view's main menu.



To view and edit the quotes that you're currently working on, choose 'My Quotes' in the main menu, then select the correct quote.


The process for creating quotes in the field is very similar to creating quotes in the standard office view: you can edit the description, services, items, tags, and attachments. To make the quote-building process as efficient as possible, both quote templates and service templates are available for you to use.



When the quote is ready for customer approval, simply send it to them by email for them to approve online, just as you would from the office.

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