New Customer and Quote Entry Points
All quoting happens in the Full-Page Estimate: building a quote for a lead or an existing customer, editing a lead, dragging a lead to Quoted in the Sales Pipeline, pricing, sending a quote by email or text, and booking the first job. Nothing opens the old Quick Action Drawer any more.
Who Can Access This
| Role | Access Level |
|---|---|
| Administrator | Full access |
| Office | Full access |
| Sales | Full access |
| HR Admin | Full access |
| Payroll Admin | Full access |
New Customer
New Customer, from the Command Palette or the Schedule Job search step, opens the Add Contact drawer with Customer already selected when your company uses that drawer (see Adding a contact). Otherwise it opens the Full-Page Estimate. You only see New Customer if your role can create customers. In either place, if your company does not use Add Contact, your role must also be able to create contacts.