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This is usually the first step in every quotation. Fill in general project and client details. Use the text box at the
bottom of the screen to write useful notes. A built-in database is included for storing all your customers details.
Entering Project Details
Click here to add the
details shown to the
Customer Database
The notes box can be used to
enter any details about the
project. As you enter more text
the notes window scrolls to allow
you to type in more information
Click here to access
your
Sites List
Click here to create/view
the list of customers the
quote will be sent to.
The
and
are entered for
you and cannot be
edited
£ Tender
Date
Created
Click here to access the
Customer List
Clicking on the arrows of
the
and
entries a useful
calendar will pop up from
which you can select a date
Date Received
Date Due
The
has a
choice of options
which can be selected
by clicking here
Status
