- Help Center
- Books and Quote
- Quotation
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New to FieldCircle? Start here
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Account Setup & Settings
- Organization Settings
- HRMS (Human Resource)
- Products And Services
- Books And Accounting
- Location Settings
- Assets Settings
- Agreements Settings
- Service Channels Settings
- Service Requests Settings
- Work Order Settings
- PM/Inspection Settings
- Purchase Orders Settings
- Stock Adjustment Settings
- Contacts Settings
- Task Settings
- Security and Accessibility
- Feedback Settings
- KnowledgeBase Settings
- My Settings
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Manage Work
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Board
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Asset and Warranties
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Customers
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Video Library
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Accounts and Billing
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Purchase
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Timesheet
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People(User)
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Books and Quote
How To Create A New Quotation
- From the main menu, hover on ‘Books’
- From the dropdown menu, click ‘Estimate/Quotes’
- Click ‘Add New’ from the top right
- Fill in all the required information and click ‘Add’ from the top right once done
There are tooltips for each field that can help you learn more about that field and it’s importance.