Log on to the Onsight app from your Home dashboard
Tap on the Catalogue icon that appears at the top of your Home screen
Tap on a product category
Tap on the “+” button next to the images of the Products you want to add to your cart
Tap on the Cart icon found in the top right-hand side of your screen
Check that the contents and quantities in the Cart are correct then proceed to tap on the Create Quote button at the bottom of your Cart. If you are not happy with your selection (s), simply tap on Clear Cart or Cancel to either restart or revise your quote
Select a customer from the list provided or search for a specific customer using the search field 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 provided.
To add a signature simply tap on ‘Capture Signature’ and sign using either your finger or a stylus and then tap ‘Save’.
If any extra information needs to be added regarding the quote, use the Notes section provided.
Check that all of the quote information has been entered correctly and then tap ‘Save’ (in the top right-hand corner of the screen) 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.