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Creating a Quote – How To Video

So you’ve downloaded the TradeHelp app but you haven’t yet explored what it can do… Create Professional Quotes […]

Finance Options | 5 years, 4 months ago

So you’ve downloaded the TradeHelp app but you haven’t yet explored what it can do…

Create Professional Quotes on the TradeHelp App

In our latest video Tom talks us through the quick quote tool, showing how to choose your customer, build your quote and email straight to the customer.  He will show you how to edit the totals, include deposits and send the customer different payment options.

In next weeks video Naomi will then talk us through the process of creating and sending invoices using the new invoice tool.

For a full demo of the app please call us on 01978 666 887 or email [email protected] and a member of the team will be happy to show you everything it can do – over the phone!

You can download the app on the links below…

App Store
Google Play

Click below to watch the video now…

 

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