How can I create a retainer quote?

Here's how you can record an inquiry or retainer quote for your clients.

Colin Connor avatar
Written by Colin Connor
Updated today

Let's say you've got a client who wants to book something for next year.
You would create the quote as you would normally so that the project appears on your calendar and your inventory will detect for conflicts on those dates.

Here's a quick video on creating projects. Let us know how else we can help!

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