In Home Quoting with Insyte

Transcript

1. Double click the Appointment in the Calendar,
2. Click “Actions”,
3. Click “New Quote”,
4. Click “New”,
5. Select a Product,
6. Select a Location,
7. Click “All”, displays all of the Product Options required to be entered,
8. Add Width & Height,
9. Select each Option value from top to bottom,
10. If required, select “Require Check Measure”,
11. Select “Dispatch Type”,
12. Add Notes if required,
13. Click “Duplicate” to configure the next line,
14. Select a new Location,
15. Update Width & Height if necessary,
16. Update other Options as required,
17. Click “Close”,
18. Click “Job” in the breadcrumb,
19. Returns you to the Job being Quoted and the Lines will be automatically priced,
20. You have now successfully created a detailed Quote.

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