Platform Module

Platform Module

Platform Module

Help Center: Everything You Need to Manage Quotes

Everything you need to know about creating, sending, and managing quotes in Homey.

Module information:

The Onboarding section of the Help Center is designed to help you get started on Homey quickly and correctly. It guides new users through the essential setup steps, ensuring you understand the platform structure before managing live cases.

Through short, focused videos and step-by-step guidance, this section removes uncertainty from the setup process and helps you build a strong foundation for everyday use.

What you’ll learn in Onboarding:

  • How to create and customise quotes

  • Send quotes to clients quickly and accurately

  • Edit and Archive quotes