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Field service work starts with the importance of having customizable and accurate quoting software. A robust quoting module should integrate seamlessly with your CRM, allowing easy access to customer data and inventory for quick quoting. To initiate a quote, select a pre-designed template that automatically adds relevant parts and tasks. Users can customize the quote by adding or removing items, with real-time updates on costs, pricing, and profits, providing insight into margins and revenue. Additional tasks can be included to explain the service steps to customers clearly. Finally, review the completed quote to ensure all items are accurately represented before sending it to the customer.
