Performing a Qwikbid from a desktop interface

Yes! FCS has the ability to create a Qwikbid from the comfort of your desktop instead of creating a Qwikbid from the Mobile application. Here's how...

 

In order to create a qwikbid style proposal for your customer, you will first need to locate and enter into the company/property record. Once here, launch the Client View mode.

 

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Once here, make sure that your Type is set to Proposal under Report Options. (Note - You must be in edit mode to see report options)

 

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Locate and click into the Roof Repairs tab.

 

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The system will launch a new browser tab that will have all of your active deficiencies in a list view. To the left of each deficiency, you will see a checkbox. Select the checkbox next to the deficiencies that you would like to include in your proposal.

 

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Once all your deficiencies have been selected, choose the option to Send unsigned copy of proposal and submit to your customer.

 

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Once submitted, you can find a copy of your proposal inside of the historical Notes tab.

 

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