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 (the three dots) and choose Create Order.

This is the same screen you see when finalizing a new quote.

If you need to make any changes to the order by adding or removing items as requested by the client, simply just click on the Back button on the top left corner.

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

After capturing the client’s signature as acceptance of the order, select the Finalise button to proceed to the summary page of the order. Press on Send 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.