Viewing Quotes

To create an invoice from a quote, click on “Quotes” on the left side menu, then click “View Quotes. Next click on the action menu to the right of the quote you want to convert. This will show you a popup of actions, click View Quote.

Now, click on Convert to Work Order at the top right of the page. This will Bring up a popup. Check the Create Invoice checkbox. Then click Convert Quote to Work Order.

Once a quote is converted to a work order, it will not be displayed on your quotes list.

To convert a quote to a work order, click on “Quotes” on the left side menu, then click “View Quotes. Next click on the action menu to the right of the service call you want to convert. This will show you a popup of actions, click View Quote.

Now, click on Convert to Work Order at the top right of the page. This will Bring up a popup. If you would like to create an invoice from this quote, check the Create Invoice checkbox. Then click Convert Quote to Work Order.

Once a quote is converted to a work order, it will not be displayed on your quotes list.

To edit a quote, click on “Quotes” on the left side menu, then click “View Quotes”. Next click on the action menu to the right of the quote you want to edit. This will show you a popup of actions, click Edit Quote.

To create a quote you can click on the “Create Quote” button at the top of your dashboard or click on “Quotes” on the left side menu, then click “Create Quote”.

Complete all the required data related to the Quote. Once you have completed the form click “Save Changes”.

To view your quotes, click on “Quotes” on the left side menu, then click “View Quotes”. The quotes are ordered by the newest entered first. You can resort the list by clicking the headers, it will initial sort in ascending order, by clicking the header again it will order in descending order.

Filtering Quotes

You can filter the quotes by date by clicking the “Choose Date Range” link in the top left section of the quotes list. This will filter the quotes by date.

You may also filter quotes by status by clicking the Filter By: Status drop down, or you can search quotes by entering a search term and clicking the enter key.