Finding an old quote

Help · Finding your way around

My quotes — the second button along the bottom. Everything you've built is there, newest at the top, with the customer's name, the total and where it's got to.

Tap one to open it. From the job you can look at it, change it, resend it, download the PDF, print it or turn it into an invoice.

Nothing is deleted when a quote is declined or expires — it stays on the list so you've still got the record.

Finding your way around

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