Watch the video or scroll down for step-by-step instructions

Step-by-step instructions 

1. Select Settings > Quotes.

2. Last Quote Number shows you the most recently generated quote number, and Next Quote Number shows the next quote number in sequence. 

3. The Default Customer Message field offers the option of including a default message when a quote is sent. 

4. Turn ON Require customer to have a payment method on file to approve quotes. Upon approval of the Quote, the customer will be required to to submit a payment method that will be saved and kept on file. 

If you’re a pool company admin working with Skimmer in the back office, you can go in and approve the quote yourself without having to provide a payment method.

5.  Turn ON Office Email Alerts to receive notifications when a customer approves or rejects a quote (optional).

6. Complete the email fields for sending quotes. 

7. Click Save.