General Quoting
      Back to home
      1. Knowledge Base
      2. Quoting
      3. General Quoting

      Quoting 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