How to Create a Quote
The Zuper Mobile App is designed to streamline your field service management processes, and creating quotes is an essential component of your workflow. Whether you need to provide estimates, price out services, or generate proposals for your customers, understanding how to create quotes effectively is key to delivering exceptional service and driving business growth.
In this tutorial, we will delve into the process of creating quotes within the Zuper Mobile App, which includes,
- Creating a new quote
- Adding the essential inventory
- Adjusting the pricing and tax details
- Sharing the quote with the customer for approval