4 ways to find customer quotes

Here are the 4 ways your can find your quotes.

1. Search Bar

1. Steps to using search bar.
2. Click on the search box.
3. Enter the quote name, quote number, customer name, location, rental date or booking amount.
4. Click on the quote.
5.  
6. 

 

2. All Quotes (dashboard)

Steps to using all quotes report

1. Go to the dashboard.

2. Scroll past the calendar and click 'All Quotes'.

3. The most recently update quote or invoice will be at the top.

4. Use the search bar to find specific quotes/customers.

3. Quotes Report

Steps to using quote report

1. Click quotes on the left menu.

2. Use the date picker (top right corner)

3. Scroll down to find quotes

Watch video.

4. Bookings Report

Steps to using bookings report

1. Click bookings on the left menu.

2. Filter by set up or start date (top right corner).

3. Use the date picker (top right corner).

4. Scroll down to find quotes and bookings.

5. Click the down/up arrows to change the order.

6. Scroll to the right to find the site location, booking amount, and event dates.