How to create a quote?
Once your GeoOp Administrator has customised the quote template to be used for all your jobs (only available on web version), you will be able to generate quotes on your jobs in less than a minute.
Simply head to the job for which you want to create a quote, click on the + icon in the horizontal navigation bar at the bottom of your screen and select "Quote".
If you have multiple quote templates set up in your account, the list will be displayed so you can chose which one to use
If you're only using the default quote template, that step will be skipped
Once confirmed, the system will generate a quote PDF document including all the charges that have been added to that job.
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Once the quote is created, you can view it in the Quotes tab of that job, along with all the other quotes that have been created on that job.
Tips: If you are using a document template that doesn't contain the word "quote" in its name (E.g. "Estimate"), the PDF will show under the Documents tab of your jobs. Please talk to your GeoOp Administrator to rename that template to include "quote" in the template's name to make sure it shows under the Quotes tab.
How to delete a quote?
Simply head to the corresponding job, go to the Quotes tab and click on the ... next to the quote you want to delete. Select Delete and confirm before to delete the quote definitively.
Be careful, deleting a quote is permanent and cannot be reversed
Can everyone create quotes?
To be able to create a quote using the GeoOp mobile app, your GeoOp Administrator needs to grant you the "Create, edit and delete Notes & Files within Jobs" permission.