Creating a Qwikbid in the 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...

Step 1:

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

Step 2:

• 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)

Step 3:

• Locate and click into the Roof Repairs tab.

Step 4:

• 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.

Step 5:

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

Step 6:

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