Quote desk
A good, better, and best quote from the work order already in FieldEdge.
The tech sets the work order Task to Quote Only and writes what they see. This desk reads the note, prices three options, and gives the customer a page to pick and sign. The office re-keys the signed choice into FieldEdge by hand.
QUOTE: 3 ton heat pump, attic horizontal, keep duct, add attic stair and air cleaner
Fixture mode is on. Sample work orders stand in for FieldEdge. Customer email only reaches Jeff's own addresses, and only when sending is set up; otherwise the app shows a preview. A signed example is already on the desk for Ward Parkway, and a Main Street job appears the first time you poll.