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Create and Work an In-house Office Quote

Overview

Generate quotes and turn them into job work orders and then invoices or simply invoice for the quote - all with a flexible and clear workflow to match your business process.

Quotes can be created from several places within the web – from JOBS & QUOTES, from CUSTOMERS, from ASSETS - and on the mobile device.

Create quotes within the Web App using the NEW QUOTE tab requires ‘Enable Quote Create’, ‘Enable Quote List’ and ‘Enable Quote View’ in either ‘Role or User Roles & Rights’ security settings. Quotes created by the technician are visible on their mobile devices and are discussed in the quotes mobile documents.

Select this link for additional detail on In-House Quotes