Requesting Job or Quote in the Portal

Step-by-Step Instructions

1. 

   In this demo, you'll learn how to request a Job or Quote in the portal. First, configure the email notifications. Navigate to Settings.

2. 

   Configure the system settings. Go to the Portal tab and add an admin email address. If left blank, all admins will receive notifications.

3. 

   Log in to your portal. Click Request Job or Request Quote. Add a comment.

4. 

   You can also fill in optional fields like PO number. Assets and files are optional. Click Save.