Check out a workflow that goes over each step in detail from;

  • Creating a new quote

    • Adding items (Reece Max, Pricebooks, groupings, bundles)

    • adding notes

    • Adding Discounts/ Surcharges (QuickBooks & Xero integrations do not support surcharges/ discount feature)

  • Sending your Quote

  • Converting a quote to an invoice

  • Sending your Invoice

  • Collecting/ requesting/ Marking Payment

    All from your Mobile device!

How can we reach you?


We’re available Monday-Friday 8:00am -6:00pm CST

US Customer Success Team Phone: 469-382-5668


We’re available Monday-Friday 8:00am -5:00pm AEST

AUS Customer Success Team Phone: +61 3 9917 5448

NZ Customer Success Team Phone: +64 9 801 0275

Did this answer your question?