Tablet- Andriod

Add A Customer
1) Click on the upper right corner at the "+" sign to add.  2) Select "Customer".  3) To change your customer's profile...
Mon, 17 Aug, 2015 at 2:46 PM
Edit A Customer
1) Click on the "customers" tab.  2) Select the customer you want to edit. 3) Click on the customer.  4) Click on the "edit" butto...
Thu, 25 Jun, 2015 at 4:34 PM
To Delete A Customer
1) Click on the "customers" tab.  2) Side swipe the customer customer you want to delete where you see a right arrow.  3) You sho...
Mon, 17 Aug, 2015 at 3:38 PM
Sort Customer Information
1) Click on the "customers" tab.  2) Click on the upper left icon to expand menu.  3) You are able to sort by name, email, active, date create...
Thu, 25 Jun, 2015 at 8:11 PM
Create A Quote
1) Click on Quote Tab.  2) Click on the upper "+" button to create a quote.  3) Fill out title, customer, expires, and description....
Mon, 17 Aug, 2015 at 3:43 PM
Edit A Quote
1) Click on the Quote tab.  2) Select the Quote.  3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Click on &q...
Thu, 25 Jun, 2015 at 8:31 PM
To Resend A Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Click on &qu...
Thu, 25 Jun, 2015 at 8:32 PM
Quote- Allow Customer Approval
1) Click on the Quote tab.  2) Select the Quote.  3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Cli...
Mon, 17 Aug, 2015 at 4:11 PM
Clone Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) ...
Mon, 17 Aug, 2015 at 4:22 PM
To Comment On a Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Click on the "Comments" bar on the top menu.  4) Add A comment.   5) Click on "ad...
Thu, 25 Jun, 2015 at 8:36 PM