Use Job Quote Action Areas


On the job or quote summary panel select the job or quote action area to facilitate the following actions when the appropriate rights are enabled for your role:

  • View the PDF enables a view and/or print capability
  • Send the PDF to email the job or quote to selected recipients
  • Send attachments to email job or quote attachments only
  • Clone a quote saves time by populating a new version of the current quote
  • Reassign the job or quote to another crewmember
  • Decline the job or quote
  • Download All job or quote attachments prior to times when you are without internet connectivity
  • Add an asset to an existing standard job or quote

Select this link for additional detail on Job and Quote Actions