This Help Article covers:
General/Overview:
Sometimes, a second party may be making a financial contribution towards the Quoted work.
Using this Contributor feature allows you to Quote the works once, and provide multiple Quotes identifying and documenting to all parties (Primary/Secondary Customer), their financial contribution to the works.
It also provides for a contractual arrangement between you and each party for their financial contribution to the works.
An example of multiple parties might be a Landlord and a Tenant.
💡 TIP: If using the Contributor feature, we suggest that you add to the Quotes a "Condition" such as, "No works will commence until all Contributors have Accepted their Quotes for their Contribution Contract Price".
To Add a Quote Contributor
Quick Flow:
Quote Window,
Settings Top Tab,
Quote Contributors Expandable,
[+ADD]
Customer* (Secondary Customer)
Amount (ex. GST)
[SAVE]
1. From the Job, Add a Quote, Selecting a Customer (Primary Customer) as normal
2. From the Quote's Settings Top Tab's Quote Contributors Expandable, Press [+ADD] to display the New Quote Contributor Popup
3. From the New Quote Contributor Popup, Enter a:
Customer* - the Contributor (Secondary Customer), and
Amount (ex. GST) - the Contribution Amount
4. Press [SAVE] to return to the Quote and build as normal
To Preview & Send the Primary/Secondary Customer's Quote
From the Quote Window:
To View the Primary Customer's Quote
Press [PERVIEW & SEND]
To View the Secondary Customer's Quote
Press the [PERVIEW & SEND] Dropdown Menu, then Select the Secondary Customer
Depending on the Selected Preview, the Quote PDF will display the Primary/Secondary Customer's Name and Address Details, along with the:
Quotes Total Price (excl. GST),
Other Customer's Contributions, and
Other Customer's Contract price (excl. GST)
To Progress Claim a Contributor's Quote
1. From the Job's Sales & Costs Top Tab's Sales/Payment Claims Expandable, Press [+ADD] to display the New Progress Claim Window
2. From the New Progress Claim Window's Customer* field, Select the Customer the Progress Claim pertains to
3. Build the Progress Claim as normal
To Add Variations to a Contributor's Quote
1. From the Job's Quotes Top Tab, Press [CREATE VARIATION] to display the Quote XXXX Variation XX Window
2. From the Quote XXXX Variation XX Window's Customer* field, Select the Customer the Variation pertains to so that when Accepted, it displays on that Customer's Progress Claims
3. Build the Variation as normal