01What it is
A quote is an offer for the customer: a name, the scope of work, a validity date, the planned time in working days, notes visible to the customer and a note for your eyes only. You add the details after saving, on the quote card.
You take items from the catalogue (materials, services, man-hours and tool use) or enter your own. Labour has the Base, Specialist and Expert bands, plus external work with a subcontractor, an external cost and a price for the customer.
A quote reserves nothing, neither people nor materials. Only the project created from the quote on the chosen site and object does that.
- COST AND MARGIN
- Estimated cost and planned margin for people with access to finance.
- HIDDEN ITEMS
- Show to the customer decides what goes on the printout.
- PROJECT FROM THE QUOTE
- Items, labour and prices carry over in one window.
02What it is for
Price and margin under control
Value, cost and percentage margin on the quote card.
Hours in bands
Base, specialist and expert hours counted separately.
Validity date
A notification when a sent quote has two days of validity left.
No double pricing
A warning when the same work is priced in the items and in the work plan.
03Main options
The module has the quote list, the header form and the quote card with the Overview, Items and Labour tabs.
Quote, customer, value, validity and status
Tiles: all quotes, drafts, with the customer and turned into projects.
- Filter by status and by work category and group
- Search by number, title and customer
- The value is the sum of items and labour, CSV export
Items, labour and assumptions
Tabs: Overview, Items and Labour. Tiles: quote value and quoted hours.
- Items from the catalogue or your own, with quantity, unit and price in the quote
- Labour: description, band, man-hours and a person or a subcontractor
- Print for customer in the card menu
You choose the site and the object
The Create a project from the quote button on the Overview tab.
- Items and labour carry over with their prices, the work plan becomes tasks
- The quote’s cost becomes the project budget, its value the planned selling price
- Materials are planned; you take them from stock only when the work is done
04Tasks step by step
- STEP 1Open Modules › Customers › Quotes and choose New quote.
- STEP 2Enter the quote name, choose the customer and describe what is to be done.
- STEP 3Choose Save and build the quote.
- STEP 4On the card add items on the Items tab and work on the Labour tab.
- STEP 1On the quote card untick Show to the customer for the items the customer should not see.
- STEP 2Choose Print for customer in the card menu.
- STEP 3On the Overview tab change the status to Sent and save.
- STEP 1On the Overview tab choose Create a project from the quote.
- STEP 2Choose the site and the object. The site must have the same customer as the quote.
- STEP 3Choose Create project. The application opens the card of the new project.
05Actions
The most common tasks involving quotes.
New quote
The header first, then items and labour.
Add labour
Labour in a band or external work.
Print for customer
The quote without hidden items and costs.
Create project
Items, labour and tasks in a new project.
Export CSV
Quotes from the current filter in one file.
06What it connects to
Choose a module to see where a quote takes its data from and where it leads.
Enquiries
A quote can be created from an enquiry with one button.
Go to the topicEnquiriesCustomer approvals
The customer’s approval via the link changes the quote status.
Go to the topicCustomer approvalsProjects
A project from the quote takes over the items, labour and tasks.
Go to the topicProjectsMaterials catalogue
Material prices are suggested from the catalogue.
Go to the topicMaterials catalogueService catalogue
Services from the price list go into the quote items.
Go to the topicService catalogueSales funnel
Quotes and their conversion into projects count in the sales funnel.
Go to the topicSales funnel