Quotes

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

5 articles in this collection
Written by Tulika Das

Create a Quote

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.

Written by Tulika Das
Updated over a week ago

Send a Quote for Approval

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

Written by Tulika Das
Updated over a week ago

Approve a Quote

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

Written by Tulika Das
Updated over a week ago

Create a Job from an Approved Quote

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

Written by Tulika Das
Updated over a week ago

Create a Quote from an Email

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

Written by Tulika Das
Updated over a week ago