Check out a workflow that goes over each step in detail from;
Creating a new quote
Adding items (Reece Max, Pricebooks, groupings, bundles)
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
AUS & NZ
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