Lead Status & Adding Quotes

A quote is a new billing document for leads only and it can be created on a lead without a contact/customer. Quotes are for internal use, but when a lead is won, the quote will carry over to the job as a draft estimate.

Updating lead status and adding quotes

Related Video

Create and Manage your Leads

More Available Videos

Customer Notifications: When you Schedule an Appointment

Filtering your Jobs on Schedule & List View

Inbox Notifications: Dispatchers, Customers, and Technicians

Mobile App: How to Check Version Number