Do you have individual pricing for each customer? With Scheduleflow you can create a quote and set the rates for an account customer all in one go. Start from an existing quote or create a new one.

1. Create a copy of an existing quote or create a new

Click on Sales and select quotes in the top navigation menu

Click on Add quote to start from an empty quote or copy an existing quote for another customer and change it by clicking on More... under the quote and selecting copy

Select copy to Quote and uncheck copy jobs across to new statement. Click copy to open your new copied quote.

2. Select customer

At the top of the quote select the customer to set rates for, select if you want to use an account or site customer and then select your customer from the dropdown. 

To setup a new customer see add customers, account and suppliers

3. Set the rates for the customer

Scroll down to the inventory section and update the pricing. You can also add and remove rows as needed. 

4. Send the quote to the customer

When you're done with the pricing, download the quote as a PDF to see what it will look like and to print it. You can also email the quote to the customer. 

Before you send your first quote, make sure that you have added you company logo to the quote template. You can edit the quote template in settings, here's an article on how to customise your quote template.

5. Set customer rates

The rates on this quote will now be used for the account customer. However a quote on the project level will be used if there is one and a quote on a site will trump the quote on the account customer and the project level. 

If you create a new quote for the same customer with the same items the rates on the latest quote will be used. 

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