Quote System
Creating a Quote
To create a quote for a facility a user must be listed as a manager on that facility. Users may b...
Managing Existing Quotes
Quote States Quotes may be in one of 6 states: Creating - All unsent quotes in the process of...
Module Overview
External users often have a need for a PDF quote for services prior to starting a project. Using ...
Quote Process Flow
Quotes will generally follow the process below: Creation - A quote is generated by the facilit...