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Quotes and estimates created in KipwareQTE® can be auto added to the KipwareTRK® database directly from KipwareQTE.
Click the SAVE icon and select SAVE ESTIMATE to KipwareTRK®.
The input screen will then be displayed and the user can define the specifications for the record that is to be added to the KipwareTRK® database. Criteria and sub-criteria as defined through KipwareTRK® will then be displayed and the user can select from the dropdown boxes to define the criteria to be associated with the new record.
When all the selections have been made, select the ADD TO DATABASE button to add the record to the KipwareTRK® database.
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