Dashboard and navigation

Quote Workflow Navigation

When creating a quote, follow the tabs from left to right. The menu icon in each tab links to related pages.

The briefcase in the top left opens the quote sidebar where you can to copy, rename, or handoff the quote, or to switch between different quotes for the same customer.

Access the Admin menu for your user and business settings by clicking on the Menu icon in the top right.

The Install and Commissioning pages can be accessed via the blue arrow on the top right.

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