Create & Dispatch New Quotes

From the Main Menu, choose:
Quotes -> Add Quote

1. Choose the Client name from the drop-down and the address in the following fields get auto populated
2. Choose the Quote template from the list. To create new, hit 'Add Quote' (shown below)
3. The description field is auto populated based on notes in the Quote Template
4. Enter notes
5. Choose the Client's site, if any
6. Choose the Contact Person for the client
7. Choose the Appointment Time, if any
8. Assign to a Field Worker
9. Status is 'New' by default. Once it is approved, you can change it to 'Approved'

10. You can also attach products/services to the Quotes (explained later)
11. Email / Print / Preview the Quote Card

Above is the Add New Quote Template screen..
Fill in the fields and hit 'Save'

Above, you can see how to add a product to the quote..
Below is the newly created quote in your 'Quotes' Page..

Above shows your new quote added..
You can search and sort your quotes from the main quote page..

Hit 'View' to open the Quote

1. From the 'Comments' tab choose
2. Add Comments

A new comment box opens as below:

Above shows a comment being added to the quote.. The comment then appears as below..

All comments are saved in the 'Comments' tab under the quote..

You can also attach documents to the quote, as shown below..

Click the Document tab
Choose Upload and select a file from your computer..
The newly attached documents is seen..

From within the 'Quote Card', you can choose to 'Print' or 'Email' the quote as shown above..

Above shows the Preview of a quote..

Have questions? Feel free to email us: support@connect2field.com