Step-by-Step: Add quote or job to your Project (Backoffice)

To include a new quote or job in your project, choose from the options below. Select "quote" for a quote requirement, or simply add a new job if not needing a quote.

When creating your quote, remember to include mandatory job description information, including:

• Billing type

• Job Description

Choose the tax rate for your work area. Modify or add tax rates by clicking MENU > SETTINGS > TAX RATES > ADD TAX.

Add Parts and Labor to your quote or Job. After creating a quote, make sure to adjust it before sending to the customer, with a focus on managing parts and labor.

Additional modifications are available for your quote or job. Modifications include:

• Parts*

• Labor*

• Edit Tax Rate & Discount

• Notes

• Images

• Terms and Conditions

Send Quote for customer approval. After you add parts, labor, and modify your quote. You are ready to send it to the customer via text or email.

Quote types include:

• Summary

• Itemized

Additionally, you have the option to include notes or images in the quote prior to sending it to the customer.