Create a Quote or Job

To create a quote or job in the Quote and Sales module:

1. Access the Agenda.
2. Tap the green add icon > NEW JOB or NEW QUOTE.
3. Tap the Customer field to search and select an existing customer, then tap ADD.
   • Alternatively, tap the green add icon to create a new customer.
   • To change the selected customer, tap the customer name and tap Remove.
4. Tap the Site field to search and select an existing site, then tap ADD.
   • Alternatively, tap the green add icon to create a new site.
   • To change the selected site, tap the site name and tap Remove.
5. Click Insert Script to enter relevant quote or job script as Description.
6. Enter public Notes, if required.
7. Tap NEXT.

All quotes and jobs created in the Quote and Sales module are Service jobs.