You can also use previous quotes instead of starting from scratch when quoting for the same or job and edit it as required...
With Joblogic, you can select template from our document library or create custom-built quote yourself.
you can save it to your favourites for quick and easy access the time you need it.
Once approved by the customer, will be copied across to your sheet via the app.
Take payments and raise purchase orders at the time as upgrading quote to job.
By adding the make and model of assets to both the, Improve the accuracy of quotes Job Asset and Quote Asset sections.
Links to specific quotes and jobs in the customer portal can also be generated in just few clicks and sent to the customer for direct access outside of the customer portal..
Send portal link to your customer to allow them to approve simple quote and approve or decline multi-section quotes...
With our Schedule of Rates feature, or job..
You can even choose whether you would like your customer to have access to the breakdown by sending Detailed quote instead of Totals Only quote..
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