Quotes for Recurring Services

If the quote is intended only for approval and the service will recur, it is recommended to create a booking. This will automate recurring workflows.

Written by Isabel

Updated 3 days ago

To create a booking:

Go to Bookings and create a new booking, or
Open the client’s profile and create a booking. Client information will be pre-filled automatically.

Refer to the booking documentation for detailed steps.

Did this answer your question?