Quotes - Lost
Back Sometimes due to unfortunate circumstances, a quote will no longer be moving forward and needs to be marked as Lost. You can keep a record of lost quotes by marking them as such. This wil...
Mon, May 31, 2021 at 10:11 AM
Quotes - Records
Back You can view records of emails sent out related to a quote at the quote level. Step     Action   1.       Select {Quotes} in the navigation menu on the left-hand side.   2.       Se...
Mon, May 31, 2021 at 10:11 AM
Quotes - Customer Details
Back Customer Details This shows general details for this customer including: Image Phone/Fax Number Email Website Additional Contact Info (Facebook, Instagram, etc.) Sales Rep CSR ...
Sun, Aug 8, 2021 at 7:38 PM
Quotes - General
Back Coming Soon!
Thu, May 13, 2021 at 1:10 PM
Quotes - Location
Back Quote location details can be found in the Quote Edit modal window. There are several ways to open the Quote Edit modal window including: Quotes > Edit on vertical ellipses Quote  V...
Mon, May 31, 2021 at 10:12 AM
Quotes - Create Job Template
Back Job Templates are used to prefill specifications on an item more quickly. It is a general base for setting up similar items and products. The templates can be set up with the most common ...
Mon, May 31, 2021 at 10:12 AM
Quotes - Create Product
Back A Product is essentially a pre-made job item that can be used for orders internally, online, or on POS. When creating a product, a job template can be used to pre-fill s...
Wed, Aug 11, 2021 at 7:29 PM
Quotes - Card/Table View
Back Card View/List View To toggle from Card View to List View click on the icon.  To sort by a column then click on the heading. By default, the search will show 100 customers but you can chang...
Wed, May 11, 2022 at 12:52 PM