Revise quote in the Equipment List

Aug 6th, 2022

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Upload a Equipment List that needs editing, or make it from scratch.
Edit, secure, annotate, and make your form interactive with fillable fields.
Find the tool from the top toolbar to revise quote in Equipment List and apply it.
Proofread your content to make sure it is correct.
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How to revise quote in the Equipment List

4.8 out of 5

8 votes

- Hi, Im Eva from Jobber. Lets talk about using optional line items on quotes. If you offer a variety of services or packages, quoting can take time. Optional line items give the customer options of which services they want, making sure quotes are approved faster. Lets say were creating a quote for some customer who wants lawn care services. They have specified that they want a weekly mow, but they want other services as well. When creating the quote, add a line item for weekly lawn mowing the way you normally would as that service will definitely need to be on the quote. Any other mandatory line items would be added using the regular ADD LINE ITEM button. Then, for optional services, choose, ADD OPTIONAL LINE ITEM. From here, select the additional services like Spring Clean Up or Fertilizer Treatment. There is an option to recommend a service under each line item. If you choose to recommend the service, it will automatically be checked on in the quote and the customer would have t

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