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Creating a Job Quote

FlexiQuote is designed to help you quickly give job estimates over the phone or to walk-in customers.

  1. To put together a job quote:
    1. Click New Quote.
    2. Select and enter the necessary information in each of the New Quote screen fields: Add Items, Commissions/Discounts, Extras, Taxes, and Summary.
  2. To make additional entries within a category, click the Add button.
  3. Click Save and Finish to generate a completed quote.

See Also

FlexiQuote Icon

Starting FlexiQuote

Browsing Existing Job Quotes

Searching Existing Job Quotes

Setting Up FlexiQuote