video1.0<iframe src="https://www.loom.com/embed/04be46aa2fdd43289c887d8817f9fd2d" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/04be46aa2fdd43289c887d8817f9fd2d-fac4d933bea3a499.gif411.654In this video, I walk you through the process of creating quotations in our Service Tracker system, which you can send to customers or use for internal reporting. I demonstrate how to add new or existing clients, input service details, and generate line items for quotes. Once the quote is created, I explain how to email it directly to clients and update its status to "quoted" while we await their approval. Please make sure to follow these steps carefully to streamline our quoting process. Let me know if you have any questions!