Quote Wizard Walkthrough

The Quote Wizard guides you through creating a complete quote in a step-by-step process.

Wizard Steps

Step 1: Customer Selection

Search and select an existing customer

View customer contact information

Service address displays automatically

Step 2: Service Details

Select service type (delivery, pickup, service, etc.)

Choose service date and time

Set rental duration if applicable

Step 3: Products & Equipment

Add equipment/product line items

Set quantities and pricing

Apply product-specific notes

Step 4: Services

Add service line items

Configure service frequency

Set service rates

Step 5: Pricing Summary

Review subtotal

Apply discounts (percentage or fixed)

Add additional fees

View tax calculations

Confirm total amount

Step 6: Notes & Terms

Add quote notes (visible to customer)

Include terms and conditions

Use pre-saved templates

Step 7: Review & Submit

Preview complete quote

Save as draft or send

The Quote Wizard guides you through creating a complete quote in a step-by-step process.

Wizard Steps

Step 1: Customer Selection

Search and select an existing customer

View customer contact information

Service address displays automatically

Step 2: Service Details

Select service type (delivery, pickup, service, etc.)

Choose service date and time

Set rental duration if applicable

Step 3: Products & Equipment

Add equipment/product line items

Set quantities and pricing

Apply product-specific notes

Step 4: Services

Add service line items

Configure service frequency

Set service rates

Step 5: Pricing Summary

Review subtotal

Apply discounts (percentage or fixed)

Add additional fees

View tax calculations

Confirm total amount

Step 6: Notes & Terms

Add quote notes (visible to customer)

Include terms and conditions

Use pre-saved templates

Step 7: Review & Submit

Preview complete quote

Save as draft or send

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Quote Wizard Walkthrough

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Quote Wizard Walkthrough

Wizard Steps

Step 1: Customer Selection

Step 2: Service Details

Step 3: Products & Equipment

Step 4: Services

Step 5: Pricing Summary

Step 6: Notes & Terms

Step 7: Review & Submit

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Wizard Steps

Step 1: Customer Selection

Step 2: Service Details

Step 3: Products & Equipment

Step 4: Services

Step 5: Pricing Summary

Step 6: Notes & Terms

Step 7: Review & Submit

Was this article helpful?

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