Quoting Interface Update – Customer & Admin Notes
To improve the function of the ‘description’ box on the quoting screen, Flat Rate NOW has split the field. There are now 2 new fields available;
- Customer Notes
- The purpose of this field is to capture information you are provided by the customer or requests made by the customer for the purpose of the quotation.
- Admin Notes
- information captured by the office when confirming the appointment with the customer.
Flat Rate NOW has also updated the interface to allow for more space on the screen for quoting.
The new fields are hidden by an expandable tab labelled ‘Quote Details‘.
Watch the update video below to see the new fields in action!