Quotes that need to follow up on will be at this location. Click on All Quotes to see all Quotes.
Search
Once in the All Quotes you can search for specific Quotes. These can be Filtered by Quote Number, BA Number, Status, and the Quote Date.
Edit
To edit a Quote, click on the Quote #.
This will open on the Quote tab of the Job (BA Number).
Add New Item
The Add New Item button opens text fields that allow new Service Fees or Council Fees.
Item Type dictates if the new item is a Council Fee or Service Fee, the Description text field can add further details to the Fee, the Qty shows how many of these Fee’s exist, Unit Excl. is the cost per Item and Subtotal shows the cost of the new Item. Use the Green save button to save the new Item or the Green cross to close and not save the new item.
Use the Save button to save any changes to the Quote.
Generate a Quote by using the Generate Quote button, this will download a PDF of the quote.
