AirQuote Help Center

Quick guide to the current app routes and what each section is for.

Quotes

Create quotes at /new-quote. Review, approve, decline, print, and convert them at /quote-workbench.

Review balances, mark invoices sent/paid/overdue, and print invoices at /invoice-polish.

Use /customers for customer records and /crm for sales pipeline stages.

There is one customer portal: /customer-portal.

Use one dispatch board at /dispatch. Dispatch Pro should not be a separate duplicate launch screen.

/technician is the technician job view. Field Docs remains at /field-docs for photos and signatures.

The Workflow button should open /automation-engine. That is the automation/workflow builder screen.

Business settings live at /business-settings. The old /settings route forwards there.