Pushing your estimates to a Tradietech Quote
- 31 Aug 2020
- 1 Minute to read
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Pushing your estimates to a Tradietech Quote
- Updated on 31 Aug 2020
- 1 Minute to read
- Print
- DarkLight
- PDF
Article Summary
Once you have finished counting and measuring in Groundplan, you are ready to push the quantities into a Tradietech Quote:
- Click on the Quantites tab;
- Click on the Export menu;
- Click on the Push to Tradietech option;
- Search for your customer by typing in their name;
- Add or update the Customer Address for this quote to be sent (Optional);
- Add a customer reference (Optional);
- Add or update the Email Address for this quote to be sent (Optional);
- Select an Expiry Date (Optional);
- Choose your Display options (Optional);
- Click the blue Create button;
- Click the blue "Quote" link to open the quote in Tradietech.
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