Quote & Quote Management 101

This live training session covers essential topics in Quote & Quote Management, including how to enable, configure, and use the Quote Profit Forecast feature. You’ll also learn about Lost Codes, generating reports, and converting quotes to jobs, with tips on setting up dispatch for success. This video is a comprehensive guide for improving efficiency and accuracy in your quoting and job management processes.

This training session covers:

• Quote profit forecast: enabling, configuring, and utilizing the feature
• Lost codes
• Reports
• Converting to job and setting up dispatch for success