Budgeting and Quoting
Quotes Modal Improvements
The Quotes modal has been improved to provide a better experience when creating and managing quotes. Below is a summary of the key changes. Keywords: quotes modal, quote management, funding sources, recurring services, once off items, quote ...
How to Create a Quote for Assistive Technology and Home Modifications Package
Assistive Technology and Home Modifications (AT&HM) provide Support at Home (SAH) participants with equipment and home changes to improve daily living, safety, and independence. Examples of assistive technology include mobility aids, toileting ...
How to Create a Quote for Support at Home Clients
This topic provides a step-by-step guide to quoting for Support at Home clients. Keywords: quote, create quote, sah quote, quoting workflow, support at home quote, funding source, billing contact, co-contribution, recurring services, default funding ...
Request an Article or Guide
We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.