The Quick Quote option is the simplest way to create a customer quote for any trade using a simple line item
builder.
*Please note
Quotes and invoices can only be created on desktop in the TradeHelp Office upgrade packages, TradeHelp Office PRO and Office HeatPRO.
If you are not on an upgrade package please create your quotes and invoices within the TradeHelp app by following the process below. You can then log into TradeHelp Office for desktop to view, download and print these documents if required.
TradeHelp App for mobile
- Select Quote from the main menu and choose the + button in the top right hand corner
- Select a customer or create a new customer using the + button in the top right hand corner
- Select Quick Quote under All Trades
- Select Add Item at the bottom of the screen
- Complete the details for the item
- If you wish to show the price on the quote select the toggle on and Save
- Repeat until all items have been added
- Select number ‘2. Add Notes’ to enter any free type information you would like to show on your quote and select Done
- Select number ‘3. Confirm / Send’ and choose the type of quote, then add any deposit amount and any discount
- To view the quote select Review Quote in the top right hand corner
- Select Quote Actions and Email Quote to send to your customer
- Check the email address and press Send then send the quote through your mail account
TradeHelp Office PRO and Office HeatPRO for desktop
- Select the Create Quote shortcut from the top of the home page or select Quotes from the main menu and New Quote
- Find the customer or create a new customer using the New Customer button in the top right hand corner
- Select Create Quote on the right hand side of the customer
- Select General and Quick Quote
- Select the Type of quote from the drop down list
- Add a new item by selecting the Add New Item button on the right hand side
- Complete the item details and select Add
- Repeat until all items have been added and choose Save
- The total can be edited by selecting Change Total
- A deposit can be added in the top banner by selecting the Price link
- Select View Quote from the top banner to view the quote pdf
- Select Email Quote from the top banner to send to your customer choosing the payment option from the drop down list
- Check the email address and press Send