Quotes

Need to understand how quoting works within ServiceBox follow the videos below to get a handle on how do create quotes, copy quotes, price quotes, offer discounts and email customers using templates.

Quoted Job Workflow

Need to understand the entire workflow of how to create a quote, work order and invoice?  This video goes over the entire process (quickly).  Good place to get a quick handle of things.

Create and Price a New Quote

In this video we go over how easy it is to create and price a new quote.

6 min

Create a Quote by Copying an Existing Quote

You can copy an existing quote that will take the description and all pricing and will copy the values into a new quote.

2 Min

Using Email Templates in Quotes

Create and use email templates when sending an email to customers with a quote.

2 min

Use Expired to clear out Old Quotes

In ServiceBox there is the features called expired that helps you manage your quotes.  Find out how this helpful feature can clean up old quotes.

3 min

How to Add Attachments to Quote pdf or Email

Create and use email templates when sending an email to customers with a quote.

2 min

If you have any additional questions or want to see a video here please let us know through the help button.

© ServiceBox