Creating a Quote can be done via the Customers tab. 


-Select the customer you wish to send a quote to.



- Once you select your customer. You will get a page that looks similar to this one.


There will be an array of navigation tools that will allow you to perform many tasks. In this case, you'd want to choose "Create a quote."



A quote tab will appear for your selected customer. 


Here you can price a job and price your services 

1. Price Job 

All tasks listed can be edited on this tab. 


- Describe the service

- Change the price 

- Schedule frequency

- Select a start time 

- Duration of Job in hours/minutes

- Assign 

- Add round 

- Add notes 

- Add notes to customer 

- Require signature (default automatic)

- Active or inactive 


2. Price Services

All tasks listed can be edited on this tab. 


- Adding services 

- Scheduling Frequency 

- Select a start time

- Duration of service in hours/minutes 

- Assign 

- Add round 

- Add notes 

- Add notes to customer 

- Require signature (default automatic)

- Active or not active 


* Once you click save, a quote will be saved. 

Check out suggested FAQ's for more on Navigation, Customers, Settings,etc...

If you have any more questions or queries, or would like to see what other features Squeegee has to offer, please take a look at our help page at https://squeeg.ee/help or alternatively you can ring us on, 020 7861 4401