The optional Maintenance Contract Quote module provides the ability to develop contract quotes that are driven by tasking. More information on tasking can be found in the section Using scheduled maintenance tasks.
The Maintenance Contract Quote module is an optional module. You must have the Maintenance Contract module to use the Maintenance Contract Quote module. For more information, contact Key2Act Sales.
A Quote indicator appears on the right side of the window when a quote is present for that customer location. You can zoom on the indicator to open the Contract Quote window. If there is only one quote for the location, it automatically populates the window; otherwise, the window opens blank, and you can use the lookup in the Quote Number field to view the list of quotes.
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