Create a template
The following shows you how to set up and store a template. Quote templates are ideal for jobs where the details are similar. A template lets you create a quote quickly and easily, as all or most of the content will be in place. You can then make minor changes if required to adapt for your customer.
1. Select from MENU
Select MY TEMPLATES from the 'three bar' MENU.
2. Create a template
This page shows any existing quote templates, plus there is a button to CREATE A NEW TEMPLATE.
3. Quote template
Start by giving the template a name e.g. Clear Heathland
Put a general description of the job in 'Details' e.g. "To clear the area of heathland near Long Heath road, as shown on the map."
Add confidential note, that won't appear on the quote e.g. "be aware of the dog".
4. Building the quote template
Click ADD A NEW ITEM
In the description field, under New item, add text to describe this item. e.g. Labour days.
Add the quantity.
Add the rate.
Click the red SAVE button to calculate the total.
5. Add an extra item
To add another item, click ADD A NEW ITEM again.
Enter the details as before and click the red SAVE button.
6. Add Quote sign-off message
At the bottom of the quote you can add a sign off message.
7. Save the template
Complete the process by clicking on SAVE TEMPLATE.
8. Check Template list
The new template then appears on the My Templates list. They appear in alphabetical order.
Take a few minutes to review the other user guides for heresmyquote.com.
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