Roll Off Quotes & Roll Off Quote Lookups

Updated: 08/04/2022
Article #: 55


Creating Roll Off Quotes 


1. Click the Roll Off tab at the top of the account view and select Create Quote:



2. In the manage Roll Off Quote window, fill in the Customer info and Roll Off details to add more information to the Quote.

 

3. Once the information has been entered, click Save Quote. The option to create a ticket is also available if that is more appropriate:



Roll Off Quote Lookup 

 

1. Click the Roll Off tab at the top of the account view and select Quote Lookup:



2. In the Roll Off Quote Lookup window, search for the Quote #if it is handy.

If the Quote # is not handy, search through the list to find the desired Quote:


3. Double click the desired Roll Off Quote to view.

4. From the Roll Off Quote screen, make any necessary changes to the quote or create the Ticket. 
 









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