Create and send quotes in the app or on the web. Add pictures and labels to any line item. Customers can approve or deny with a tap. Quotes automatically become jobs when approved.
Setup for Quotes is flexible and simple. Here are the options:
Require users to enter notes when changing status (toggle on or off)
When office staff changes the status of a quote to any other status (Approved, Denied, Open, Closed), this will require them to enter notes explaining why the status was changed, who approved the quote, etc.Notify office when customer approves quote (toggle on or off)
When quotes are emailed to customers, they can approve or deny them by clicking a button on the quote.You can choose which email address(es) you want notifications sent to when quotes are approved by customers.
You can add as many email addresses as you want
You will not receive email notifications when office staff approves a quote.
Notify office when customer denies quote (toggle on or off)
When quotes are emailed to customers, they can approve or deny them by clicking a button on the quote.You can choose which email address(es) you want notifications sent to when quotes are denied by customers.
You can add as many email addresses as you want
You will not receive email notifications when office staff denies a quote.
Default notes
Notes entered here will be added by default to the bottom of every quote created.Notes can also be manually added or changed on each quote at any time by office staff.
Go to SETTINGS to setup or modify your settings for Quotes.