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Service Provider

Convert Request To Quote

4 Steps

Create New Quote

11 Steps

Edit Existing Quote

5 Steps

Send Quote To Client

6 Steps

Send Quote Reminder To Client

5 Steps

Date Stamp Opened Quote

3 Steps

Approve Quote On Behalf Of Client

6 Steps

Archive Quote

4 Steps

Delete Quote

4 Steps

Homeowner / Property Management

Accept/Decline Quote From Portal

9 Steps

Accept/Decline Quote From Email

8 Steps