Create a Quote

Video: https://youtu.be/22Ao-Sk2UPU

Customer> Customer Profile> Create Quote.

Quote Notes: This text will be displayed on the quote itself and is helpful for adding additional terms to the quote. For example: ‘Chemicals +Parts are not included unless stated’

Message on email: This text will be in the body of the email the customer receives, prior to them viewing your quote.

Once you click create quote, you can review the quote. On the bottom of this page, you can choose to attach any pictures or PDF's. This can be images of the job, proposals, or manufacturer brochures for certain products.

When the (optional) attachments have been added and the quote is set, select Email to send the quote.

View All Quote from the Customer List All Quotes

Resources!

Check out our website: https://poolofficemanager.com/ 

Help number: 614-710-0074 ext 3