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Use the Customise Quote option on the billing tab…
Remember – you’re not limited to one quote template, you can have multiple to suit different situations – eg itemised vs summarised.
You can also choose an alternative template and/or a job-specific deposit amount to test out any changes you may have made to your quote template.
Plus, don’t forget, you can also do this with your invoices!
Do you have multiple versions of your quote and invoice templates? Or just one of each?
Hi, I’m Hazel. I’m a Business Systems Specialist + ServiceM8 Gold Partner.
I can help you craft a business that’s easy and efficient to run.
I ran a plumbing and heating company for 10 years and in 2016 became a ServiceM8 Partner.
I’ve worked with hundreds of business owners just like you to implement easier and more efficient ways of running their business.
My mission is simple: to inspire you and help you develop an efficient and profitable business that gives you the time to do more of what you love.