01What it is
A quote has a name, a customer, a preparation date, a valid-until date and a planned completion time in working days. A description of what is to be done is required. You add material items and labour after saving, on the quote card.
A quote moves through statuses: Draft, Sent, Accepted or Rejected, Expired and Converted to job. When the customer accepts the quote through an approval link, its status changes by itself.
A quote reserves nothing, neither people nor materials from the store. Only a job created from the quote does that.
- ITEMS
- Materials, services and labour with a customer price.
- MARGIN
- Estimated cost and planned margin with the finance permission.
- HOURS
- Base, specialist and expert labour hours.
02What it is for
A price with margin
Quote value, estimated cost and margin on one card.
How long it takes
Planned completion time and labour hours in the quote.
An offer for the customer
A customer printout with the notes visible to them.
No retyping
Items, labour and prices carry across to the job.
03Main options
The quotes screen is a register with tiles, the quote form and the quote card with its items.
All quotes and their state
Tiles: all quotes, drafts, with the customer, turned into jobs.
- Filters for status, category and group
- Columns: quote, customer, value, validity, status
- CSV export
Quote details and scope
The quote name and a description of what is to be done are required.
- Customer, preparation date, valid until
- Planned completion time in working days
- Notes visible to the customer and a note just for you
Items, labour and result
Tiles: quote value, estimated cost, planned margin, quoted hours.
- Tabs: Overview, Items, Labour
- Status change and customer printout
- Create a job in a chosen project unit
04Tasks step by step
- STEP 1Open Modules › Sales › Quotes and choose New quote.
- STEP 2Enter a name, for example “Flat on Elm Street: bathroom, kitchen and painting”, choose the customer and the valid-until date.
- STEP 3Describe what is to be done and save.
- STEP 4On the quote card add items in the Items tab and work in the Labour tab.
- STEP 1On the quote card choose Print for customer, or request approval in Customer approvals.
- STEP 2Set the status to Sent.
- STEP 3When the customer accepts the quote through the link, the status changes to Accepted.
- STEP 1On the accepted quote card choose Create job.
- STEP 2Choose a project and unit of the same customer.
- STEP 3Items, labour and prices carry across to the job, and the quote gets the Converted to job status.
05Actions
The most common tasks around quotes.
New quote
A preliminary calculation before a job.
Add item
A material or service with a price.
Print for customer
An offer to hand to the customer.
Create job
A job with the quote's items.
CSV export
Quotes in one file.
06What it connects to
Choose a module to see where a quote comes from and where it leads.
Customer approvals
The customer accepts a quote through a link.
Go to the topicCustomer approvalsNew quote
You can also start a new quote with a quick action from the dashboard.
Go to the topicNew quote