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.
Related Video
Create and Manage your Leads

More Available Videos

Downloading the Mobile Apps

Technician Working Hours

Customer Notifications: When you Accept a New Offer

Inbox: Dispatcher and Customer Messaging