REQUESTS & QUOTES
Receiving work requests, scheduling assessments and sending quotes
- Requests & On-site AssessmentsLog incoming work as a request, book an on-site assessment, and turn it into a quote, job or service plan.
- Option QuotingBuild and send quotes on web or mobile with up to four options and optional add-ons, then convert the accepted option into a service plan.
- Collect a Deposit on a Quote