How to Create a Service Quote


Create quotes for 'do and charge' jobs, or service quotes, in simPRO. When the quote has been approved, you can then convert it to a service job. You can also archive service quotes if they are unsuccessful.

Technicians using our Connect mobile app can also create service quotes in the field.

You can also use memberships to automatically apply a discount to all quotes created against a customer within a specified duration, boosting customer loyalty and revenue. Learn more in About Memberships.

To create quotes in bulk, see How to Bulk Import Quotes.