Overview:
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The video below walks you though how to create a service quote specific to a maintenance contract
Benefits:
- Process to build a quote for a customer using predefined pricing rules
- Once the quote is created, and ultimately approved by the customer, you can quickly have the system create a maintenance contract to proceed with the work
- Build quotes at a equipment, task, materials level
Roles:
- Service Salesman
- Service Manager
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- Service Management > Quoting > Service Quotes
Video:
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