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Creating and Managing Quote Templates in FieldMagic

🎯 Objective

This guide outlines how to create, apply, and manage quote templates in FieldMagic to streamline the quoting process and ensure consistency across jobs.

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1️⃣ Select Client and Site

• Start by selecting the client you’re quoting for.
• Choose the relevant site associated with that client.

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🆕 Create a New Quote

• Accept or update the default client contacts.
• Click to begin creating a new quote.

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📝 Pre-Populate Quote Details

• To save time, choose an existing quote template.
• This will automatically fill in the cover letter and line items for the quote.

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✏️ Create a New Template

• To build a new template, first create a quote version.
• Add standard products, parts, and labor as needed.

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💾 Save the Template

• Once you've entered all quote details, click Create Quote.
• Name the quote (e.g., “Parts and Labour Quote”) to save it as a reusable template.

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♻️ Reuse Templates for Future Quotes

• When creating new quotes, select the saved template to pre-fill fields automatically.
• This helps speed up quoting and ensures consistency in presentation and pricing.

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🛠️ Manage Quote Templates

• Go to the Quote Templates section in the system.
• From here, you can edit, rename, or delete templates as needed.