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Create a Quote

Create a Quote, print a Quote and send a Quote to a Customer

Mike Duggan avatar
Written by Mike Duggan
Updated over 4 years ago

  1. From the Current Jobs page, select the Job that you want to Quote for

  2. Click on Quote / Invoice

  3. On the Quote tab, you will see all of the information used to prepare the Quote

  4. You will see charges for Parts and Labour

  5. If you wish, you can apply a discount at the line item level, or across the whole invoice when you click on the Add Discount button on the bottom right hand side

  6. You can amend the number of days in which payment is due, which defaults to 7 days

  7. Click Preview

  8. Click Save

  9. You can Print, Send and Close the Quote from here

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