To create a quote: 1. Navigate to the ‘Quotes’ page by clicking on Quotes in the top navigation bar 2. Click “Create New Quote” 3. If the quote is for a customer you have worked with in the past you can enter their name in the search field and select them. If this is a new customer just click “Start Quote” and you can add the customer name later 4. Now your ready. to start adding items to the quote.
Help
Quotes
How do I create a quote?
How do I send a quote?
Contacts
How do I add a contact?
Settings
How do I add users?
How do I add new tasks?
How do I add new materials?
How do I new products?
How do I add new tasks?
