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douseahouse

Job Estimate Work Sheet

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Here is a sheet that I have my sales manager use for quotes. It prompts his memory to check for important stuff. We also have it as a template in our ACT customer Database... When we take the call, it prints out with all of the customer info / phone numbers and what we need to quote.

It works great.

Quote Worksheet.DOC

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Here is a sheet that I have my sales manager use for quotes. It prompts his memory to check for important stuff. We also have it as a template in our ACT customer Database... When we take the call, it prints out with all of the customer info / phone numbers and what we need to quote.

It works great.

Thanks for sharing, this is very helpful, Are you compatable with qb pro as well?

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Thanks for sharing, this is very helpful, Are you compatable with qb pro as well?

Al, Act is cross linked with my Quickbooks and my calender in Outlook, in turn Act also is on my Palm treo 755 verizon phone, When we are out of the office, the phones are forwarded to the palm phone and I can manage my customers and scheduling with outlook calender from the road. The phone syncs with outlook's calender

Call me sometime and I will share the specifics with you.

Matt

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