The Tool Box is located on the Contract/Quote in the upper right corner
Click/Tap on the Tool Box to view the selections
Customer Reviews - Will allow the DC to share recent customer reviews with the new customer.
*Note Reviews are added from the Desktop
Locate Near By Customers.
Attachments - Add Attachments to the customer's appointment
Add Discount - this is a global discount that will subtract the discount percentage off the line item.
*Note contracts can have up to 2 discounts, to modify the quote make sure to remove the discount first.
Delete Quote - if you need to delete the Quote if it is not needed.
Refresh Prices - if there was a price change to the products, click/tap on Refresh Prices to update the Quote.
