Like entering a New Estimate or New Invoice, creating a New RFQ begins with the assumption that you have already created a New Job as shown below.
Then you select the Request for Quote tab as shown below.
Then select the New Request icon
At this point you enter the information just like you would be starting an Estimate or Invoice and entering the Quote Information with who it will go to and a short description.
Then you will prepare to enter the specific tasks (and similar materials, etc.) if required. You start by choosing the Request for Quote Tasks tab as shown below.
Then enter the that is displayed to start entering the specific details.
Upon selecting the New Task above, you will then be able to enter Task Details just like entering New Tasks in Estimating or Invoicing.
Now you can Send the RFQ Request for Quote to the contractor.