How to create a quote
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Go to Quotes → New Quote. Add scope of work and line items.
Use Good-Better-Best tiers to give customers options.
Send it: the customer gets it by email if they have an email address, and, on the Crew and Boss plans, by text if they have agreed to receive texts.
Texts go out only from a Crew Rivet business texting number, which comes with the Crew and Boss plans.