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
  2. Select Add Quote
  3. A new quote will now appear under your active job
    new quote in job list
  4. Commence adding tasks to your quote.