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Training Tuesdays - Education & Training

Mastering Quotes & Order Entry: Part 1

Join Laura Moreno, our Onboarding Specialist, on Tuesday, February 13th, at 3 PM ET for part one of our two-part series where we'll explore mastering Quotes & Order Entry within Business Management Software.

In this training, you'll learn how to:

  • Improve how you navigate and create quotes and best practices for how to search in the platform to maximum efficiency
  • Simplify customer quote creation for existing or new clients
  • Increase proficiency when modifying job types, updating sales reps, and enhancing quotes with materials, labor, and special charges

Get ready to make creating quotes and order entries a breeze. Register today!

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