Training FAQ
FAQ Detail
Review the full answer below, then return to the searchable FAQ list.
How do I create a quote in GamePlanPro™?
- Go to Find/Work Orders/Quotes.
- Click the + (plus) symbol to create a new quote.
- Select the Building.
- Select the Contract.
- Enter any Instructions.
- Assign a technician
- Technician enters the recommended work, estimated Time and Materials.
- Technician changes all Role statuses to Complete.
- Select Action/Preview Quote, then choose Create PDF.
- Confirm the PDF looks correct.
- Select Preview Quote again, then choose Action/Email Quote.