How to create a quote | Scribe

How to create a quote

  • Elizabeth Galindo |
  • 0 step |
  • 2 minutes
  • FloorzapFloorzap
Click "Quotes" from the Left-Hand Menu
Click "Create Quote"
In the New Quote Pop Up, Please fill out the Required Fields by first selecting a "Customer" for the Quote
Click On Quote Name to customize the Quote with a specific name
Add a Unit field if applicable
Click "Select Floor" to specify the which level of the home the job will be completed on (1st, 2nd etc.)
Add Recipient Contacts to whom will receive the Quote when sent by Email
Service Site Contact field if needed
Add a Measurement to the Quote if one has been completed for the chosen Customer
Click "Begin Quote" when ready
If a Template has been created, click here to select the desired Template
Click here to select the desired Service for the Quote
Select the desired Service
Once a Service is chosen, Click here to add Products From the product List. Click on the Wrench Icon to add a Labor Service. Click on the "Add Line Item" to add a specific Material or Labor Line Item
You can select multiple Products to add to the Quote
Click "Add Materials" once you have selected all the materials you desire
Click here.
You can filter your search for products by Stock Type, Vendor and Product Category
Click "Save Quote" once you have all all the Services and Materials selected
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