Add important event/booking details to a quote
After you click "Create New Quote" you will have to enter the booking details into the system.
Quote name
This is the name of the quote your customer will see. By default, the quote name is "Event Hire for [customer name]"
Delivery address / venue address to a quote
This is the location where the rental equipment is going.
Sale Probability
This is to help you manage your leads. If you think there is a low chance of a customer booking, then put the sale probability as low. If there is a high chance of the customer booking, then put the sale probability as high.
Booking type
This is used to categorise the type of booking.
Hire period / rental period.
This is the date(s) the client is using the equipment that has been rented.
Set-up dates / delivery dates
This is the date(s) you will be delivering or setting up the equipment for the client.
Take down / collection dates
This is the date(s) your will be collecting or taking down the equipment for the client.
Adding a secondary contact to a booking
Use this button to add a secondary contact to a booking.
Follow up task
Use the to create a task related to the booking/quote.
Long-form videos to help you
Quoting for event hire only (furniture, catering, toilets, AV etc)
Quoting for frame/clear span tents
Quoting for tipis, stretch tents, traditional poles, capris, pagoda etc
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