Using the TechPro Quotes Tab in App Settings

How to use the TechPro Quotes tab

The TechPro Quotes tab is used to specify settings for TechPro quotes.

1. From the menu on the left, click App Settings, then TechPro Quotes.
   
2. Toggle the Use TechPro Quotes for Flat Rate Billing option on to use the Quote workspace for all quotes and billing. When this toggle is on, the Quote workspace is available, and billing information appears on the Checkout workspace. Contract billing for maintenance contract computer-generated (MCC) and maintenance contract (MC) calls are used if this option is marked, and the Quote workspace is not available for those types of calls.
   Note: If the Quotes workspace is in the Hidden box on the General settings tab, you will not be able to save the Use TechPro Quotes for Flat Rate Billing option on.
   If you are not using this option, the call type and quote information entered for the work orders in the back office is used. The Quote workspace and billing amounts do not appear on the Checkout workspace.
3. Toggle the Use Quote Pricing Matrix option on to use a quote pricing matrix for calculating the hourly price of labor or cost markup for items when using the Quote workspace. (You must have the Use TechPro Quotes for Flat Rate Billing option on for these fields to be available.) You can add lines of rate information by clicking the Add button. The Add button appears at the bottom of the list until you’ve completed the line, then it will fall into place in the sequence of information. Click the Delete icon to delete a row of information.
   For more information, see Work Order Discounts, Adding Discounts, and Disabling/Enabling Discounts.