Create a Quote

In this section, we provide the steps involved in creating a quote to send to your customer's.

To create a quote:

1) Press the green plus sign (+) to the bottom right of the page & press 'Create Quote'

2) Press 'Edit header' to the top right of the page to enter your quote identifier number & dates. Press 'Done' when finished.

3) Press 'Add Customer' to select a customer from your current saved list by pressing on their details, or you can add a new customer.

4) Press 'Add Item' to select a product/service from your current saved list by pressing on the item, or you can add a new product/service.

5) Press 'Add Note' & press 'Add Photo' to enter extra details that you and/or the customer need within the quote.

6) Press 'Next' & press 'Send Quote' when you are ready to supply the quote to the customer.