All our learning resources are running on the latest menu navigation.
Last Updated: July 31 2020
Quote and Sales Module
The Quote and Sales module is a comprehensive field-sales solution designed for technicians to:
- View and edit scheduled and assigned quotes / jobs
- Create and present options to the customer, with items such as pre-builds, catalogue items, labour rates, service fees, and memberships
- Save quotes / jobs with options as drafts before they are sent to simPRO
- Email quotes to the customers.
Basic requirements to access Quote and Sales module:
- simPRO URL and login credentials
- Valid mobility licence. Learn more in Adjust employee settings.
- In simPRO, go to People > Employee / Contractor, open the relevant card and select Quote and Sales Module check box in Profile > Settings > Mobility
- Latest version of simPRO Mobile app.
Learn more in simPRO Mobile Settings.
View a timeline of all of your quotes and jobs for the current day.
Create or edit quotes or jobs ready for presentation.
Update a scheduled or assigned quote / job as per customer requirements.
Present the new and edited quote options to the customers.
To learn more about this feature, log in to the simPRO Learning | Toolbox.