Introduction This article describes how a technician can change a quote into a sale. Basic requirements The first step is to create an estimate or quote. That task is described in a different article. For more information, see: Creating an Estimate with the Technician View 1 Opening a quote On the technician’s app, scroll up […]
Introduction This article describes how a technician can create an estimate or quote. This article also describes how to email a quote to a client inside the Technician View. Basic requirements A technician can view jobs on his or her screen and create estimates if two conditions are met: a job card has been created […]
Introduction This article shows you how to change an estimate or quote into a sales invoice on the Job Card page. You can also change an estimate or quote into a sales invoice with the technician app. That task is described in a different article. For more information, see: Convert Quotes into Sales Invoices with […]