Setting up & Configuration
Working with Jobs & Tasks
Scheduling & Planning
Quoting, Ordering, Invoicing and Bills
Managing Your Team
Learning Video Collection
Create a Quote from Pre-Built Templates
In this article, we take you through the steps in creating a Quote using a Pre-Built Template. This allows you to build a Quote with existing labour, materials & disbursement data making creating quotes a lot quicker and easier.
Step 1: Navigate to the Jobs view and select 'All Jobs'. Find and click into the Job you'd like to add your Quote too.
Step 2: Click the 'Quotes' button
Step 3: Click 'Add'
Step 4: Now select 'Using Pre-Built Template'
Step 5: Select the template you would like to use to create your Quote from then click 'Ok'
Step 6: Select the Customer for the Quote. Set the Quote Date and Quote Expiry Date. When you're ready, click 'Save'.
To now turn your new Quote into a Job then follow the steps in this article - Create a Job from a Quote
Or to create an Invoice from your Quote follow the steps in this article - Create an Invoice from a Quote