This is the next step after a quote has been created. Learn how to convert from a quote to a contract in this video.
0:06 Leading on from the previous video in where we had created a quote, at the point of which you scroll down and press save.
0:20 You get an option now within the quotes to convert to contract, this one pops up right here.
0:27 Recap and circumstances in which we change this to an actual contract.
0:44 click “convert to contract”
0:48 Assign an available asset to the contract. A necessity at this point being a legal document by putting your asset on hire.
1:18 Selecting an asset from the drop down list
1:24 Click convert – Converts to a contract
1:29 View contract
1:35 Entering contract details, options and circumstances.
2:40 Viewing/sending a contract.
3:00 Viewing a contract in .Pdf format – checking before being sent to client.
3:18 Opening a contract
3:48 Changing status of contract
4:16 Viewing hire calendar, shows details of contract, name of client, hire period and asset next to name of asset.
4:25 Showing advanced search features/filters of hire calendar.
Next Step - FleetHire - Contract