Scheduling and setting reminders:
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Layout
Job name
Client name
Start date
Start Time
Add end date?
Yes
No
Add end time?
Yes
No
End Date
End Time
Schedule Job
Reminder:
Set date
Set Time
Set Reminder
Generate quotes:
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Layout
Quote number
Layout
Quote effective date
Quote expiration date
Layout
Client Name
*
Phone number
*
Email
*
Client’s site address
Layout
Item type:
service
product
Layout
Item name:
Cost:
Details, if any
Layout (copy)
Item name:
Quantity:
Cost:
Details, if any
Comments
Save Quote
Project Timelines:
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Job name:
Estimate options:
In hours
In days
Save Project Timelines
Materials:
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Layout
Name of the material
Quantity present
Layout
Quantity required
Cost
Layout
Supplier name
Supplier phone number
Supplier email address
Layout
Stock up by (date)
Checkboxes
Terms and Conditions
Save Materials Quote
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