How Do I view a Quote my Technician has Made?
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What are Quote Notes and How do I Edit Them?
Quote Notes are displayed just before the Customer Signature and can be edited via general settings. The Quote Notes section allows you to add standard information that will appear on your Pitcherbook quotes. You can use this section to include: A ...Where Do I Add My Internal Notification Email for Customer Quote Acceptances?
You can set an internal notification email address to receive an email whenever a customer accepts a Pitcherbook quote. You can also customise the message customers see after accepting their quote. How to Add Your Internal Notification Email Open the ...How to Change How Your Customer Sees Their Quote - Sending the Quote Itemised/Summarised
How Do I Edit My Emailed Quote Template?
Learn how to generate a personalised email template for your Pitcherbook quotes. Steps Open the Burdi App in ServiceM8. Click Settings. Select General Settings. Scroll down to the Email section. Click Customise for my Business at the bottom of the ...How Do I Send a PDF of the Quote To a Customer?