Creating a Quote from a Template

When you have job templates set up, you are able to create a quote from one of the templates.

1. Go to Customers tab.

2. Click Quotes and then click Create Quote From Template.

3. Look for the template from the list and click Create button.

In this example, we are creating a quote from the template called  Weekly Mow.

4. Wait for the system to create the quote and once done, you should see the main Quote screen where you can make amendments such as adding supplies and adding labour if necessary.