How do I create a quote in the Windows app?

To create a quote in the Windows app:

  • Log on to the Onsight app from your Home dashboard
  • Swipe down to view the Navigation bar
  • Tap on the Catalogue icon in the Navigation bar
  • Tap on a product category
  • Tap the “+” button found next to the image of the product you want to add to your cart
  • Tap the cart icon found in the top right-hand corner of your screen
  • Check that you are happy with the contents and quantities in the cart and then tap on the ‘Create Quote’ button
  • Select a customer from the list provided
  • Onsight automatically generates a quote number for you to use. You can also add your own unique reference number in the ‘Quote Reference’ field.
  • To add a signature, simply tap on Add Signature, sign in the empty area with either your finger or a stylus and tap “Save”
  • Add any extra information about the quote you are creating to the provided Notes section
  • Check that all of the quote information has been entered correctly and then tap “Save” to save the quote
  • If you are online, the quote will be sent out immediately. If you are offline, the app will wait till you are online again to sync and send out the quote.