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

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Article summary

Once you have finished counting and measuring in Groundplan, you are ready to push the quantities into a Tradietech Quote:

  1. Click on the Quantites tab;
  2. Click on the Export menu;
  3. Click on the Push to Tradietech option;
  4. Search for your customer by typing in their name;
  5. Add or update the Customer Address for this quote to be sent (Optional);
  6. Add a customer reference (Optional);
  7. Add or update the Email Address for this quote to be sent (Optional);
  8. Select an Expiry Date (Optional);
  9. Choose your Display options (Optional);
  10. Click the blue Create button;
  11. Click the blue "Quote" link to open the quote in Tradietech.

GP TRADIETECH Integration v8x -  Pushing your estimates to a Tradietech Quote


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