How do I create a linked quote?
Adding quotes for additional work to an ongoing work order
- Head to the work order and select create linked quote in the blue actions bar or unde the actions wheel
- Once you click this, a form will open where you can select a link type and add in the details for the linked quote
- Once the form has been saved, users will see the option to add a quote on the modal that appears
- Selecting add quote will take the user to the quote request screen where they can continue adding a quote