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Give a customer a bid while offline

Add the customer and create an estimate on your field laptop. Review costs, margin, tax and terms.

Steps

  1. Add the customer and create an estimate on your field laptop. Review costs, margin, tax and terms.
  2. Save the estimate, then choose Issue & PDF. This freezes the customer-facing company details, customer and estimate.
  3. Save the PDF and give it to the customer. The app does not email it or record legal acceptance automatically.
  4. To change an issued bid, choose Revise. The previous issued version remains unchanged and the copy gets a new number.
  5. Return to the office network or VPN and check Office & devices until pending changes reach zero. The office can accept the bid into a job.

Check that it worked

Check the saved record and the Office & devices status before relying on the office copy.

Still stuck?

If this fails, export workspace diagnostics and contact your purchase support channel.