Booking → Quotes

How to send a Quote from the dashboard

Click on Create a Quote
A popup will appear
Enter the Invoice client's name, last name, email, phone number and address in the corresponding fields
Detail the product or service provided and it’s associated amount
To add another product/service click the “+ add a new description and amount”
To delete a product/service click the x button
Add notes to the quote if necessary
The total amount will be automatically updated
To finish click send to client and to abort the process click on the top right X

How to send a Quote from the Quote page

Go to Booking → Quotes
Click on new quote
A popup will appear
Enter the Invoice client's name, last name, email, phone number and address in the corresponding fields
Detail the product or service provided and it’s associated amount
To add another product/service click the “+ add a new description and amount”
To delete a product/service click the x button
Add notes to the quote if necessary
The total amount will be automatically updated
To finish click send to client and to abort the process click on the top right X

How to save a Quote

When Creating a new Quote, click the Save Quote button to save the current Quote.
All quotes, including saved quotes will be displayed on the main Quote Page

How to add a Quote to the calendar

When Creating a new Quote, click the Add to Calendar button to add the current Quote to the calendar as a booking.
You can also click the Operation icon to add to the calendar
a popup will appear
Click the service date field to select the Service Date
indicate the estimated time the service will last
when done click update

Understanding the Quote statuses

Accepted

This status will show when the client has successfully accepted the quote

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Pending

This status will show when the client haven’t paid the quote, this status will also show a different operation icon to resend the invoice to the client’s email

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