Advice and answers from the FieldInsight Team

Search results for:Quoting

Getting started with Quoting

Setup your quoting workflow in FieldInsight… Quoting workflow… Reporting for Sales and Quoting

Quoting: How to create and customise your quote templates

Add your logo, add job photos, and change the job information on your quotes… The text added in customer notes can be edited before you send your quote on the edit quote page… Edit the customer notes on the quote page before sending the quote If you have brochures, terms

Quotient App integration setup

Advanced quoting workflow with the Quotient App integration… Under Events Available, click to enable Quotes Accepted Read about the quoting workflow using Quotient

Troubleshooting for SalesINSIGHT

Common problems and solutions for quoting, invoicing, reports, purchase orders and bills… Job items are not added to invoice or quote

Business Sales Report

Knowing what quotes are out there is vital for any business. You can check your quote pipeline, accepted quotes via our Sales Report… When the quote is accepted, change the Quote status to Accepted… When you create a job from the quote, all items on the quote are copied to the job items

How to manage Quote Statuses

FieldInsight makes it easy to manage the statuses of all your quotes… We have added new status into our quoting workflow making it easy for you to follow up and manage your… Quote accepted Quote Declined For more information view our other help documents on Quoting

Accept Quote button workflow

Add a button for your customer to click to accept quotes… Accept Quote workflow… 1. Enable the Accept quote button

Project rates

Set special rates for your project to be used for quotes, invoices and jobs… Project rate quoting is part of the project management feature

How to create a Quote

How to create a quote and send it to your customer from the office… Create a quote without a job… Create quote for a job

Attaching document to triggered emails

Have your invoices, quotes and reports generated and emailed to your customers on job status change… You can edit the massage by clicking on it in the list ​ Quoting how to create and customise your quote