Fleet Hire and quote generation. This guide runs through the steps to generate a quote within FleetHire. Includes asset confirmation, rates, clients, attachments, modifications, and closing. Time Stamps0:08 Introduction & requirements (Clients, assets, rates) 0:32 Asset confirmations 0:41 Entering asset rates 1:33 Extra rate options 1:42 Viewing existing quotes 1:55 Adding new quote – Division, dates, salesperson, Notes, Discount. 2:36 Entering client details 2:55 Site address 3:39 Adding assets and entering details 4:09 Adding attachments 4:19 Adding rates 4:34 Wet hire option & saving 4:55 Adding transport item and entering details 5:25 Adding labor 5:30 Viewing details 5:39 Changing rate options 6:19 Viewing/Sending quote 6:49 Viewing quote 7:03 Sending quote 7:19 Viewing quotes table 7:39 Changing quote status |
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