Simplified quote processes for Vital Scheduler.
Step 1: create quote Create a quote VIDEO
Step 2 (if deposit required): add the deposit Create a quote with a deposit
If no deposit required skip to step 5b.
Step 3 (deposit): send the invoice
Step 4 (deposit): customer will receive approval email, once approved the customer will receive a second email to pay
Step 5a (deposit): once paid, convert the quote to a job. Convert a quote to a one-off job VIDEO
Step 5b (no deposit): schedule the job
Step 6: complete the job
Step 7a (if credit card on file): take payment, send invoice
Step 7b (if no credit card on file): send invoice