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We designed service call quotes to work with active tasks. That is, you assign estimated costs to a task. The task is then assigned to a service call. Once all tasks are assigned, you create a quote. The tasks' estimated costs flow to the quote where a markup is applied to calculate the billing amount for the call.
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The Service Call Quote module is an optional module. You cannot use the Service Call Quote module if you are using SOP invoicing in Service Management. For purchasing information, contact Key2Act contact WennSoft Sales.
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