Back to How to Videos

Scanning a QR Code to Add a New Item to a Quote

Step-by-Step Instructions

  1. Scanning a QR Code to Add a New Item to a Quote - Step 1

    Tap the plus icon to create a new quote. Select the customer type as Organization and select the organization name.

  2. Scanning a QR Code to Add a New Item to a Quote - Step 2

    Optionally select a contact person and enter a summary for the quote. Tap the plus icon to add a new item and select Scan QR Code.

  3. Scanning a QR Code to Add a New Item to a Quote - Step 3

    Scan the QR code using your device's camera to automatically select the corresponding product. Enter the quantity, click Add, and then click Next and Complete to finalize the quote.

Previous Howto Previous

Continue Learning!

All Howto Articles

Get more value from your Field Service software

Whether you're a small start-up looking to manage your business more effectively, or a growing enterprise looking for a more complete solution, we have a range of solutions to fit your needs and budget starting at just $29