Submitting a Quote

Customer requested a Quote? 

Need to Quote and return later?

In order to submit a quote, navigate to the work order and click the ' Submit a Quote' link. The work order status must be at a need to quote status or any of the return statuses in order to create a new quote or edit an existing quote that has not yet been submitted.

How to Submit a Quote

1. Enter your proposed costs, including a detailed Description of the work to be done, as well as Time and Material.
2. Don’t forget to include any applicable Trip Charges and Taxes.
3. Attach your quote file.
4. Click Submit to send your quote to the customer. They will receive an email notification once it has been submitted — then you just wait for their approval!

Note: Clicking Calculate will only refresh the fields and will not submit the quote.