Can I customise the quote fields?
You can change which frequencies a customer can select when requesting a quote. You can also choose to hide various fields from the quote form, including Availability, Bedrooms, Frequency and Note.
To alter these settings select 'Quote options' from the main settings page.
If you are using the javascript or wordpress plugin there are a number of customisation options available. To read more about those check out the relevant help pages.
Customers
- Adding a cash payment to a customer
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- How to add a customer
- Understanding customers in getSoapy
- What is the customer portal?
Payments
- Bank Reconciliation
- Exporting payment data
- How do I receive payments?
- How much do payments cost?
- Payment Statuses
Quotes
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations
Additional Users
Marketplace
Message Templates
Organising work
Rounds
Websites
Balance
Expenses
Getting Started
Plugins
customers
Dashboard
Pricing