Loc8

Learn how to create quote for tasks and charges, and send to the customer for approval. Once approved, use the quote to create a new job.

Create a Quote

Learn how to get a quote approved by your customer once you have created the quote

Send a Quote for Approval

Learn how your customer or you on behalf of your customer can approve a quote

Approve a Quote

Learn how to quickly convert a quote into a job with all of the details ready-to-go for further scheduling and assignment

Create a Job from an Approved Quote

Learn how to ensure that all the work requests sent to your company's email are easily converted into quotes and thereby into completed jobs

Create a Quote from an Email

The articles show how to create and approve quotes. Also, how quotes and jobs are interrelated in Loc8. 

Quotes

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