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