Quotes are the main component in Express. They can be added from multiple places in the app, by pressing the Quote button:
Once created, an empty quote will appear.
To start adding content to the quote, press the button and pick a template. Each template contains prices to quickly configure a specific type of service or price. You can get an empty template by selecting the Other template.
Each template has fields, such as Quantity and Price. For instance, the Paint template contains Height, Width and Length fields. These are then used to calculate the area of a room to paint.
By filling the fields and pressing Calculate you will get the generated price. You can also choose a tax percentage.
Press Save to go back to the quote, which will now have one more template.
Add more templates to complete your quote and send it to your clients.
Your clients saved in Express are not synced nor depend on your iPhone contacts. They are stored in a separate container.
To add a client, tap on the Clients tab and press (you can also create them from the Recents tab, with the Client button).
You can import the client from a local contact, or introduce their data manually.
Go to the Prices tab and select button. Fill in the three fields: Name, Price, Unit.
To edit a price, select it on the Prices tab, make your changes and press Save .
Go to Settings > Configure Templates and select on the top bar. The template creation screen will appear.