Quote Basics

Quote Basics

These videos cover the basics of creating a quote in ActionFlow.

Creating a Quote - The Basics

We will cover the basics of how to create a quote in ActionFlow.

 

 

Table of Contents

  • Basic Data Structure - Customer, Job, Area (0:00)
  • Finding Customers and Customer view (0:17)
  • What is a job? (residential vs commercial etc.) (0:45)
  • Creating a Quote (1:25)
  • Quote Wizard - Starting a quote from scratch (2:17)
  • Creating a new job or adding to an existing job (3:00)
  • The Area (Quoting) Module (3:43)
  • What data do I need to start a quote? (4:03)
  • Draw a Top (4:29)
    • Modify Dimensions (4:33)
    • Finished Edges and Add Backsplash (4:37)
    • Draw non-predefined shapes (4:56)
  • Refresh to
    Re-Center Tops (5:35)
  • Calculate the Quote (5:43)
  • Generate an Estimate (6:02)
    • Email an Estimate (6:24)
  • Line Items Tab (6:38)
    • Levering Key Metrics (Cost, Hours, T$, Retail. Margin etc.) (6:53)
    • Line Items Not in the Drawing (7:28)
  • Calculations with Slab Pricing and Adding a Slab (7:46)
  • Override SqFt & Price per Area/Quote (8:32)
    • Override $ Per SqFt (9:02)
    • Create an Estimate without a Drawing (9:21)
Convert fractions to decimals
 

 

 

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