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.
- 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?
- Bank Reconciliation
- Exporting payment data
- How do I receive payments?
- How much do payments cost?
- Payment Statuses
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations