Converting a Quote to an Order - iOS

It is very easy to convert a quote to an order when using Skynamo Field.

Simply locate the quote either on the Dashboard, or Timeline section within the customer profile, and open the Quote, select Options and choose Create Order.

This is the same screen you see when starting a new quote. Capture all the necessary information.

You can now make the needed changes to the order by adding or removing items as requested by the client.

After ensuring everything is correct by checking the order summary, you can select Finalize and then proceed to the signature field and hand the device over to the customer to sign, and then select confirm.

After capturing the client’s signature as acceptance of the order, select the Place button to submit the order.

Under the Timeline section in the customer profile, you will now see the quote and the order as and when they were placed.