Marketplace offers are now more flexible with manual adders addition. While sending an offer, users can add custom adders based on the needs of the job. This feature works for all job types and allows users to edit both the quantity and unit price.
Follow the steps below to add adders to SCH offers.
Step 1: On the Main Menu, select “Manage Projects” and select “Projects” under the dropdown.
Step 2: Select the preferred project from the list.
Step 3: Click the “Sch Send An Offer” button on the right side of the project details page.
Step 4: Input the required information, such as the “Offer To”, “Offer Amount”, and “Installation Completion Date”. Then click “Add Customer Adder”.
Step 5: Add the required information such as “Name”, “Type”, “Unit”, “Quantity”, and “Unit Price” and click “Save”.
Step 6: Once saved, you can use the “Edit” icon under Action to change the qty, unit price, and amount.
Step 7: Once all the required information is filled out, verify the details and click “Send”.