Quotes can be created from various areas throughout Fieldd.
- On the upper right navigation bar click on Create New and select Create New Quote
- With the client file open you can create a new Quote by locating the Quotes tab under other information.
- On the left-side bar select quotes and then Add New Quote
The following steps are required to create a new job:
- Select the client, or add a new client.
- Select the property, or add a new property.
- Add a Quote Details.
Finally hit save, if there is any required information missing you will be prompted to complete the necessary fields.
After the Quote has been saved you will have the option to:
- Download the Quote as a PDF in order to print it for a client, or save it to a separate file.
- Email the Quote to the Clients Email on file.
- Convert the Quote to a Job.