How to Create and Send Quotes in FieldTask

Learn how to create, manage, and send Quotes directly from FieldTask.

FieldTask allows you to create and send Quotes directly from the platform. Before creating a Quote, make sure the Quote sync between your CRM and FieldTask is enabled.

Enable Quote Sync

Before creating Quotes, enable the Quote Sync option between your CRM and FieldTask.

When Quote Sync is enabled:

• Quotes created in FieldTask are sent to your CRM.
• Quote status updates are synchronized between FieldTask and your CRM.

Create a New Quote

To create a Quote:

• From the left sidebar, go to Quotes.

The Quotes page displays all Quotes created in FieldTask along with their current status.

• Click Create Quote in the top-right corner.

The Quote Creation page will open.

Add Quote Details

Provide the following information:

• Quote Title
• Issue Date
• Expiry Date
• Customer
• • You can also add a new customer from the Quote Creation page.
• Service Location
• • The customer's location is selected automatically when you choose a customer.
  • If the customer has multiple locations, you can select a different location.
  • You can also add a new location.
• Sales Person
• Assigned Technician
• CRM Opportunity

Add Line Items

You can add different types of items to your Quote:

• Product — Select from the Products available in your FieldTask Products module.
• Customer Item — Add an item specifically for the customer.
• Text — Add additional text to the Quote.

You can also:

• Add Quote Attachments
• Edit Terms and Conditions
• Add Customer Note
• Add Internal Note

Preview Your Quote

On the right side of the Quote Creation page, you can see a preview of how the Quote will appear.

You can also switch the preview to view:

• Attached Notes
• Quote Activity

Save or Send the Quote

Once you have completed the Quote, you have several options.

You can:

• Save it as a Draft and send it later.
• Send it immediately.

If you no longer need the Quote, you can also Discard it from the Quote Creation page.

Once sent, the Quote will sync with your CRM when Quote synchronization is enabled.

To learn how to create a template for your quotes, use this help guide. And if you want to learn how to archive or delete a quote, you can do so through this help guide.