Creating a bid has never been easier with our new tabs feature!
Here are the steps to create a bid:
- Click on the 'Create' tab, select bid
- Select the customer
- Input the bid information such as date, item, price
- You can also choose to attach the bid as a PDF
- You can require a deposit (flat rate or percentage)
And then it's ready to send!
Once it's saved or emailed, you can look it up directly on the customer's dashboard.
From there you can view, email or edit the bid. You can also print and approve the bid. Or create an invoice from the bid as well as delete it.
If you have any further questions or issues please reach out to our Support Team at (951) 234 5166 or email us at support@paythepoolman.com
Have a nice day!