Quote and Sales Module

Overview

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.

If you have access only to the Quote and Sales module, you will receive notifications for:

  • activities
  • messages,
  • new / adjusted schedules on service quotes / jobs without discounts or fees applied
  • when you are assigned / unassigned to service quotes / jobs without discounts or fees applied.

Learn more in simPRO Mobile Settings.