Quote management
A how-to guide showing you how to create quotes and how to manage them in Onsite Pro.
Here you can type in the name of a previously created customer and it will automatically enter in all their information. The information on the left wil...
Tue, 23 Jun, 2020 at 2:20 PM
Here you can select from pre-made products/services, which automatically fills in the description and price you previously entered. This is good if you freq...
Tue, 23 Jun, 2020 at 2:19 PM
Here you can edit some of the more small but important parts of the quote. Starting from the status box you can change whether the quote is either a draft ...
Tue, 23 Jun, 2020 at 1:04 PM
If you require to add any documents related to the job, it's really as easy as clicking a button. Just click the upload button and the Drop files to...
Tue, 23 Jun, 2020 at 2:18 PM