Add Quote In App

The following guide will explain what the ‘Add Quote’ button does under ‘New Quote’ on the home screen.

The ‘Add Quote’ button will add a new quote to your active client. We recommend that you review your ‘Active Quote’ to ensure you are creating a new quote on the correct job.

 

  1. Select New Quote
    newquotehomescreen
  2. Select Add Quote
    addquotefromnewquotebutton
  3. A new quote will now appear under your active job
    newquotejoblist
  4. Commence adding tasks to your quote.