{"id":256,"date":"2024-10-18T21:41:17","date_gmt":"2024-10-18T21:41:17","guid":{"rendered":"https:\/\/custodia.com\/home_pro_training\/?p=256"},"modified":"2024-10-18T22:31:43","modified_gmt":"2024-10-18T22:31:43","slug":"helper-app-how-to-change-quote","status":"publish","type":"post","link":"https:\/\/custodia.com\/home_pro_training\/using-the-app\/helper-app-how-to-change-quote\/","title":{"rendered":"Make or Change a Quote"},"content":{"rendered":"\n<iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/DevvPLx2hJs?si=iQBTlr6kz0dkxSqn\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n\n\n\n<p>Changing a quote in the Custodia Home Pro app is a necessary step, especially when performing on-site estimates. Here\u2019s a quick guide to updating a quote:<\/p>\n\n\n\n<p>1. <strong>Go to the Jobs Tab<\/strong>: Open the app and navigate to the <em>Jobs<\/em> tab. Find the job for which you need to adjust the quote, such as a free estimate.<\/p>\n\n\n\n<p>2. <strong>Access More Actions<\/strong>: Click on the <em>More Actions<\/em> button, located next to the <em>Cancel Job<\/em> option. This will bring up a menu with several options for the selected job.<\/p>\n\n\n\n<p>3. <strong>Select \u201cChange Quote\u201d<\/strong>: Choose the option to change the quote. Update any details as needed\u2014such as noting that the yard is larger than expected or that the customer requested additional services like fertilization.<\/p>\n\n\n\n<p>4. <strong>Set the Job Price<\/strong>: Adjust the price accordingly. For example, you might set the job price at $45, with an additional $10 for materials. Make sure to include a material cost, even if it\u2019s minimal, so the system registers the update properly.<\/p>\n\n\n\n<p>5. <strong>Save Changes<\/strong>: After making the necessary updates, save the new quote. The system will now reflect the changes, ensuring both you and the customer have the correct information.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Changing a quote in the Custodia Home Pro app is a necessary step, especially when performing on-site estimates. Here\u2019s a&hellip; <br \/> <a class=\"read-more\" href=\"https:\/\/custodia.com\/home_pro_training\/using-the-app\/helper-app-how-to-change-quote\/\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":257,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"class_list":["post-256","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-using-the-app"],"_links":{"self":[{"href":"https:\/\/custodia.com\/home_pro_training\/wp-json\/wp\/v2\/posts\/256","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/custodia.com\/home_pro_training\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/custodia.com\/home_pro_training\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/custodia.com\/home_pro_training\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/custodia.com\/home_pro_training\/wp-json\/wp\/v2\/comments?post=256"}],"version-history":[{"count":6,"href":"https:\/\/custodia.com\/home_pro_training\/wp-json\/wp\/v2\/posts\/256\/revisions"}],"predecessor-version":[{"id":280,"href":"https:\/\/custodia.com\/home_pro_training\/wp-json\/wp\/v2\/posts\/256\/revisions\/280"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/custodia.com\/home_pro_training\/wp-json\/wp\/v2\/media\/257"}],"wp:attachment":[{"href":"https:\/\/custodia.com\/home_pro_training\/wp-json\/wp\/v2\/media?parent=256"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/custodia.com\/home_pro_training\/wp-json\/wp\/v2\/categories?post=256"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/custodia.com\/home_pro_training\/wp-json\/wp\/v2\/tags?post=256"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}