AroFlo Field provides a quote builder that allows you to create simple quotes.
Create a Quote from the Quotes List
To create a brand new quote in AroFlo Field:
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What next?
The quote then opens in edit mode so you can add items and checklists to it, record the client's approval or rejection of the quote, or change any of the details you entered earlier. Continue to Edit a Quote. |
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Create a Quote from a Task
You can also create a quote from a task. This can be useful if you want the client and location fields to be filled in for you. From an existing task, tap the Task Shortcuts (green plus button) > Create Quote/Task and select from one of the Quote options:
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