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- Account Setup & Settings
- Books And Accounting
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New to FieldCircle? Start here
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Account Setup & Settings
- Organization Settings
- HRMS (Human Resource)
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- Books And Accounting
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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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People(User)
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Books and Quote
Create And Manage Quotation Categories/Types
- Click on the
‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
- Now, click on ‘Books Setting’ from the left menu
- Then click on ‘Quotation’ from the middle section and Now, click ‘Type’ from the left menu
- Now, click ‘Add New’ and fill in the details
- Once done, click on ‘Add’ from the top right
These are the categories or types of quotations that your company uses.