How Quotations Work

1. Access the Quotation menu: Select Quote from the main menu

2. To start a Start a new Quote select "New Quotation'

Summary of the steps you should take:

1. Prepare a Quote for your Customer
2. Print or Email the quote to your customer to get approval.
3. Obtain approval from your customer and update the event log with approval details.
4. After you have received approval - Turn the Quote Into a Work Order.