- Number of Videos in Session: 2
- Total Viewing Time in Session: 5:35
Mastering Quotes is what separates a good FieldEdge user from a great FieldEdge user. The following series will cover concepts paramount to this process, as well as little known tips to help polish up your Quoting knowledge.
Part 1: Creating a Quote
In our first video, we'll learn the basics on creating a Quote, from the office, in FieldEdge.
- How to add a Quote to a Customer
- Understand the unique Statuses of a Quote
- Learn about the different fields related to the Quote
Part 2: Tracking and Scheduling a Quote
In our next video we will see how we can track the life of a Quote that has been Created. Additionally, we will also learn how to work through the scheduling process of a Quote.
- How to find Quotes that have been created
- How to prepare a Quote for Scheduling
- How to Schedule and manage a Quote