Details
To add a new quote, click the Add button at the bottom of your screen and press enter 3 times, this will open your client finder field where you select your client and click OK.
Quote No - Is automatically generated when you add a quote.
Open Date - Automatically selects today when a quote is added, however this can be overwritten.
Client - You can either type a partial id or just press enter to bring up your customer finder
Notes - This is where you enter all specific information relating to this particular job.
Job Name - Record customers name.
Job Address 1 & Job Address 2 - Record Job address details
Schedule - Relates to the schedule selected for this particular client (refer Rates Schedules for more information)
Job No - This is where the job number appears after the customer has accepted your quote. Highlight quote line then click on "Quote Accepted" in the bottom right corner of the screen.
At the bottom of your screen to the right of the help button, you have the ability to delete quotes by either selecting a date or selecting up to a quote No.
Related Articles
Client Details Screen
Client Details Screen 1: Find Client - Easy search function 2: Edit Internal Notes - Add notes specific to this client 3: Online Password - Used for client logins to the WebJob interface, when active password is required 4: Adding clients to your ...Job Details Screen
Job Details screen contains all information relating to a specific job. Any field which is white in colour can be modified from this screen. 1: Find Job - Enter the job number if known, or number close to it to narrow search 2: Edit Int Notes - add ...Job Create - Estimate Details
Add Job/Quote - Estimate Details You should fill in the cost and sell allowances from your quote or estimate takeoff. This will provide data for the progress report and for calculating the recommended progress claim. Further it will be of benefit ...