Quotes are sent to customers to provide them with a brief overview of the service and its associated costs before they commit to a specific service.
Disclaimer
Disclaimer
The information presented in this demonstration is for illustrative purposes only and does not represent actual customer details or live information. All names, values, and details are fictional and used solely to showcase the functionality or features of the product. Any resemblance to real persons or actual events is purely coincidental.
Creating a Quote
1. Start by accessing the quote section by navigating to Operations → Quotes → Open quotes. Click on the 'New Quote' button at the top right corner of the quotes page.
You can also click on the global create new icon at the top of every page to create go directly to the Create Quote page and bypass the other steps.
2. Fill out the quote information and the job type.
You can search for the pool address/contact name within the search contact box.
You can change the contact or address by clicking on the Change icon.
Add the job type
Add any necessary quote notes (quote notes are visible on the quote PDF) and customize the quote items as needed. You can modify the service/items to include. Click on the 'Add item' icon to add more items. Click on the red rubbish icon to delete any product.
Add any quote notes and customise the quote items. You can modify the service/items to include. Click on the 'Add item' icon to add more items. Click on the red rubbish icon to delete any product.
To add internal notes to a quote, please use the Notes/Attachments section.
Add invoice items needed for the quote.
You can also add a custom item not predefined in the product section by clicking on the 'Add Custom' button after clicking 'Add item'.
3. Save or Send the quote by clicking on the 'Actions' button at the top-right corner of the page. Select Preview & send if you are ready to send the quote. Clicking on Save will save the quote as a draft. Afterwards, you will be redirected to the 'Open Quotes' list. The status of the quote will then display as 'DRAFT'.
Preview & send quote
The 'Preview & send ' page enables you to preview and edit the issue date, email subject and message, switch on the deposit option, and quote expiry.
By default, the issue date will be the current date and the quote expiration will be 30 days from the current date. You can change the quote's issue date and expiry by selecting dates within the calendar picker.
Learn more about Quote expiry >>> Quote Expiry
In the Files section, you can upload the needed files for a quote.
To learn more about the file upload feature, check out this guide >>> Add attachments to invoices/quote
If you require a deposit for the quote, toggle the deposit switcher
The 'Preview' button at the bottom provides you an option to preview the email message and the quote PDF.
After clicking the 'Send quote' button, you are redirected to the 'Open Quotes' list. The status of the quote should then display as 'SENT'.
