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Table of Contents
Quote
The quotes page displays a list of all the quotes made for each site, you can filter through quotes by using the filters at the top of each column (you can either sort the quotes or search for specific ones).
Quotes View
To reach the quotes page, navigate to the speech bubble-like drop-down menu, then click the quotes button that appears.
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To view a quote, firstly search for the site you wish to view, either by searching for the site specifically or filtering it out the column. Once you’ve done that double click on the quote you wish to view.
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A new page will open that will display all the info about the quote for that site, the info includes the contact information for the site as well as the reference number for the quote, the status of the quote (new, accepted or cancelled)
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Adding Quote
To Create a new Quote, click the “Add New Quote” button at the top the Quote screen. You'll be taken to the Quote add scree, here you'll be required to fill in some fields such as the customer you are creating the quote for.
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If any info needs to be added new for the quote (E.g. site) you can click the “+” icon next to the respective field and and a new record specifically this new quote.
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Once all the necessary fields have been filled in, you can save the new record by clicking the “Save Quote” button at the top right of the screen.
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View/Edit Quote
You Can load a new or existing quote record by double clicking on them while on the quote view screen, you can then view all the info for that quote on this screen. You can also adjust any info that needs adjusting, after doing this be sure to click the “Save” button to confirm these changes.
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Parts/Charges
Notes
Extra Info
Attachments
Convert
You can even convert the quote into a call via the “Convert to call” tab, to do so click the convert to call button, A window will open asking if you are sure you wish to do so, click ok to continue.
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You will be taken to the “add new call” screen and the data will be auto filled in from the quote, from there, progress like adding any other new call.
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Once the details are set save the call, same as you would any other, if the call is able to save a notification will appear establishing so.
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