Create a Quote Request

Technicians can create a quote request via the Service app, but there are times when someone in the back-office needs to create a quote request as well. A quote request can be created within Tinnacity's HQ in Service>Quotes or in the Work Order Details.

Quotes

1. In HQ, go to Service>Quotes, then click the create (+) icon.

   

2. In the Details section, at minimum enter the required fields and then click [Save].

   

Work Order Details

From within the Work Order Details screen, scroll to the bottom, click Activity and then click [Add] and select Quote.