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Creating your First Quote

🧾 Creating a Quote in the System

🎯 Objective

This guide outlines the key steps to create and send a quote using Fieldmagic, ensuring all necessary details are captured for clear and professional communication with your customers.

📂 Step 1: Access the Quotes Section

• Open the side navigation menu
• Select ‘Quotes’
• Click ‘Create Quote Wizard’

👤 Step 2: Enter Customer Information

• Type in the customer’s name
• The system uses Google Maps to auto-fill site details
• Select a matching site or create a new one

📇 Step 3: Link Contact Information

• Optionally add the contact person for the quote
• Link yourself to the customer if already in the system

📝 Step 4: Provide a Quote Summary

• Enter a brief summary of the opportunity (e.g., “Quote for extinguishers”)
• Click ‘Next’ to proceed

🔁 Step 5: Create Quote Versions

• A new quote version is automatically created
• You can add multiple versions for the same opportunity

📦 Step 6: Select Products

• Type product names or browse folders
• Add quantities for each product

📄 Step 7: Use a Quote Template (Optional)

• Select a quote template to auto-fill common line items and cover letters

🧰 Step 8: Add Groupings & Cover Letters

• Create item groupings (e.g., ‘Labour’)
• Optionally include a cover letter for a professional touch

📎 Step 9: Attach Documents

• Attach relevant documents (e.g., company profile)
• Use the document library to import standard PDFs

👁️ Step 10: Preview the Quote

• Click ‘Save and Preview’ to review the layout and content of the quote

✉️ Step 11: Send the Quote

• Email the quote directly to the customer
• Use an email template to customize the message (e.g., “Please see attached”)

💬 Step 12: Capture Customer Response

• Customer responses are automatically captured in the CRM

🔧 Step 13: Convert to Job

• Once approved, convert the quote into a job to begin scheduling and assigning work