QUOTES

Quotes List

Tap on QUOTES on the Menu. You'll be routed to the Quotes list.

Create Quote

To create a new quote, tap on the plus icon on the lower right corner of the screen.

Fill in the required fields for the Quote details. To save the details tap on the check mark on the upper right corner of the screen.

To add your Materials and Labour, Tap on BILLABLES tab. Tap on the plus icon at the lower right corner of the screen.

Choose if you would like to add Material or Labour for the job.

You can choose from the existing list or add a new material by tapping on the plus icon.

Fill out the required fields for the new billable items. Once done, tap on the check mark on the upper right corner of the screen.

You'll then be routed back to the quotes list with the new quote.

Modify Existing Quote

To modify the quote, tap on the kebab icon (three dots beside the Quote). Tap on EDIT QUOTE.

Tap on DETAILS tab to change quote information. Tap on BILLABLES tab to update Materials and Labour. Once done, tap on the check mark on the upper right corner of the screen.

Delete Quote
From the Quotes List, tap on the kebab icon (three dots beside the Quote). Tap on DELETE QUOTE.

You'll be prompted to delete the quote. Tap YES to confirm the action.

QUOTES INSIDE THE JOB CARD

Create Quote

Tap on Jobs, to be routed to the Job List.

Tap on the Job to create a new quote for it.

Tap on the QUOTE tab to see quote list. Tap on the plus icon to see the Action Menu.

Tap on QUOTE, to create the new quote.

Once you have completed the fields and added the billables, you can now tap on the check icon on the upper right corner of the screen to save the quote.

Modify Existing Quote

From the Quotes Tab, select the quote to modify. Tap on the kebab icon (three dots beside the Quote). Tap on EDIT QUOTE.

Tap on DETAILS tab to change quote information. Tap on BILLABLES tab to update Materials and Labour. Once done, tap on the check mark on the upper right corner of the screen.

Delete Quote

From the Quotes Tab, tap on the kebab icon (three dots beside the Quote). Tap on DELETE QUOTE.

You'll be prompted to delete the quote. Tap YES to confirm the action.

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