Creating a new Quote on Desktop
- From the sidebar click on “Quotes”
- This is where all of your quotes will be stored. To create a new one click on “Create Quote”
- Add your Inspection Address Details tap “Save & Continue”
- Add your Landlord (or Agent) Details tap “Save & Continue”
“New Quote” Page
- Tap “Add Item”
- You can manually type in the required fields I.E Quantity, Description and so on (when you create estimates the items are then saved under “Choose Existing Item” tab so you are able to select from your previously used items)
- Please note the “Unit Price” field doesn’t recognise the “£” symbol.
- Tap “Add Item”
- Now you are back on “New Quote” Page, proceed to fill out the following fields such as “VAT”, “Quote Reference” and so on and tap “Save & Continue”
Send Email
- On this page you are able to view, edit and delete the quote by tapping the required button.
- Recipient’s email address will be prefilled from the email addresses from the inspection/landlord details.
- To add multiple emails tap the “Plus Button” then scroll down and tap “Save & Send Email”
Creating a new The Mobile App
- From the Dashboard tap on “New Quote”
- This is where all of your quotes will be stored. To create a new one click on “Create Quote”
- Add your Inspection Address Details tap “Save & Continue”
- Add your Landlord (or Agent) Details tap “Save & Continue”
New Quote Page
- Tap “Add Items”
- You can manually type in the required fields I.E Quantity, Description and so on (when you create estimates the items are then saved under “Choose Existing Item” tab so you are able to select from your previously used items)
- Tap “Add Item”
- Now you are back on “New Quote” Page, proceed to fill out the following fields such as “VAT”, “Quote Reference” and so on and tap “Save & Continue”
Send Email
- On this page you are able to view, edit, and share paid by tapping the required button.
- Recipient’s email address will be prefilled from the email addresses from the inspection/landlord details.
- To add multiple emails tap the “Plus Button” then scroll down and tap “Save & Send Email”
- Alternatively you can save and send the certificate via other platforms. You can do this by taping the “Share/Download” and selecting your preferred method.