Quote management

A how-to guide showing you how to create quotes and how to manage them in Onsite Pro.

Selecting a customer for quote 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
Adding details about the job in the quote in Onsite Pro
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
Adding Additional Details
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
Uploading documents to a quote in onsite pro
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