Quotes – Manage Options

Watch the video or scroll down for step-by-step instructions.

Tiers: Scaling Up, Owning The Market

Step-by-step instructions . . .

1

Here’s how to duplicate an existing quote. Go to Billing and then Quotes, then find the quote you want to make a copy of. Click More, and there you’ll find Duplicate. Select it and you’ll get a pop-up screen to choose the customer. If that customer has multiple locations, select any or all. Click Create Quote and you’ve now made a new copy.

You can save it, save and send, or save and mark it as sent. Note that Quote Date and Expiration Date are not copied over–they are treated as new for this quote. You can also add new line items to the quote, or edit existing line items.

2

To add and manage tags, find your quote and click Details. Click Edit and you’ll see a box for Tags. Choose from any existing tag or type a new one. 

Tags are not included in what’s sent to the pool owner. On the main Quotes page, note the tag icon, hover over and you’ll see what tags are assigned. You can filter the list by tag, and this filter includes the tags you’ve assigned to the quote and to the customer.

3

Archiving hides the quote from the main screen and locks it from being edited. Find your quote, click More, and Archive is there in the dropdown. Select and confirm.

You can filter to include archived quotes in the list, and you’ll see their status is grayed out. If you change your mind, click More, select Unarchive and confirm.

4

You can apply bulk actions to multiple quotes. Click the checkbox to the left for more than one quote, and a menu will appear at the top of the list. You have options to send, mark as sent, archive or unarchive, delete, and manage tags, and whatever actions you choose will apply to every quote you selected.