How do I create a quote for a customer?

If a customer would like a price for a unit they are thinking about renting, you can create a quote for them. You do not have to create a customer account in order to provide a quote.

1. Under the Customers dropdown, select New Quote.

2. Fill in the appropriate fields and click Generate Quote at the bottom.

3. On the new screen, you will see the total amount. You can also print or email the quote to the customer.

From this page, you can create a new customer and finish renting the unit if the customer would like to move in.

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