When I "complete" a service quote, what does that do?
Aleks Petrovic
Updated
There is a lot of powerful automation built into service quoting, however there are aspects that will require manual configuration after the completion of a service quote. To help you get a clear idea of what service quotes can handle automatically, and what needs to be set up manually, refer to the table below:
Automatically set up by completing a service quote
Requires manual configuration after the service quote is completed.
Creation of the property and general details (if defining a new property in the service quote)
Creation of the client and general details (if defining a new client in the service quote)
Creation of a task
Scheduling of quoted routines, with the start date set as the approval date
Creating billing contracts associated with the service quote
Creating billing cards against new clients or properties
Comments
0 comments
Please sign in to leave a comment.