Help Center | Quote Wizard Walkthrough | Help Center

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

For Your Customers

For Your Technicians

For Your Business

Quote Wizard Walkthrough

For Your Customers

For Your Technicians

For Your Business

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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