Creating a quote without a survey appointment

How to create a quote with the quote tool without a physical appointment

Of course, it's possible to create a quote without scheduling a survey appointment.

To do this, you go through all the steps as with a normal survey appointment. See the guide -> Scheduling a survey appointment

In the final step "Schedule intake", you don't choose a date but click "Save" straight away.

Then go to "Schedule intake" on the dashboard and you can start the quote tool.

Creating a quote without a survey appointment: screenshot 1

Did this answer your question?