Creating a Job Quote
FlexiQuote is designed to help you quickly give job estimates over the phone or to walk-in customers.
- To put together a job quote:
- Click New Quote.
- Select and enter the necessary information in each of the New Quote screen fields: Add Items, Commissions/Discounts, Extras, Taxes, and Summary.
- To make additional entries within a category, click the Add … button.
- Click Save and Finish to generate a completed quote.
- To modify your quote, click the Edit button at the bottom-right of the page.
- To discard a job quote, click the Delete button.