1. Start by selecting the Jobs module:

2. Select the specific job card you wish to add a quote or invoice to

4. Navigate to the Finance section:

5. On the Finance tab, access more quote options to swiftly manage or initiate new quotes for this job

6. Click New to quickly start preparing a customised quote for your client

7. Enter a subject to help your client easily identify the quote or invoice

8. Set the stage to track and update the progress of the quote or invoice

9. Assign the right team to ensure seamless follow-up and fast client response

10. Pick a date

11. Set a validity period to make your offer clear and professional

12. Select an expiration date to create urgency and transparency for your client

13. View the address section to double-check all client billing and shipping details

14. Add products or services

16. Add a description if necessary

17. Enter your terms to clearly outline expectations and avoid misunderstandings

18. Tap Save to save your quote or invoice

19. Open your saved quote or invoice from the list to review or finalise details before sending

20. Click Cancel to exit editing and keep your existing quote unchanged

21. Choose Send Email to send the quote or invoice to a client

22. Preview your quote or invoice and select Next to continue to the email

23. Select an email template or create the body for the email