Location: Main Menu –> Quotes –> List of Quotes –> + Create New

+Create New

• Click – Create New
• Mandatory fields (Address, Due, Company, Rate Group)
• Other fields: Contact Details, Work Instructions, Dates, Pricing, Flags
• Details fields: Quote Owner, Estimator, Inspector, Issued by and associated phone numbers. Scheduled Start date, Reference number, Cost and Sell Prices.
• Choose Area, Project, Client and Tax Code.
• Click Save and Continue

Note! Fill in as much information as required by your business process.