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Quotes use the same sign-in as the leads page.
Quotes are not switched on yet
Preview site: quotes made here are test quotes. They get no number and print marked SAMPLE.
Quotes
Where jobs come from| Quote | Customer | Status | Total | Updated |
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No quotes yet. Start one here.
Preview site: a test quote. No number; prints marked SAMPLE.
New quote
This quote has been sent, so it is locked. Make a new version to change it.
Customer
Manage customersLink a customer and property before marking the quote sent. Drafts can be saved without a link.
Lines
Add line
Letter and terms
Payment and timing
Payment schedule: shares of the subtotal, CT sales tax added to each payment