This Help Article covers:
Quotes and Estimates are displayed in the Quotes List of the Side Menu's Quotes and the Quotes Top Tab of a Joib Window.
Quotes can be built using Manual Sections (Quote Side), Plan Sections (Visbuild Side), or a combination of both.
💡 TIP: The Icon on the left of a Quote's Section will tell you if a Section is a Manual Section (Quote Side) or Plan Section (Visbuild Side).
To Add a new Quote
Adding a Quote is done from a Quotes Top Tab of a Job Window.
⚠️ NOTE: To Add a Quote, the Job must have been added first. For more information on adding a Job, see the Help Article:
Quick Flow:
Job: XXXX Window
Quotes Top Tab
[ADD]
Quote Details
[SAVE]
1. From a Jobs: XXXX Window, Press the Quotes Top Tab to display the Quotes Expandable Section, then Press the [+ADD] button to display the New Quote Window
2. From the New Quote Window Check/Edit Quote Details, then Press [SAVE] to save.
To Add a Quote Manual Section (Quote Side)
Adding a Quote Manual Section is done from the Quote Overview Window (Quote Side).
Quick Flow:
Quote: XXXX Window
[+ADD MANUAL SECTION]
Section Name*
[CONFIRM]
1. From the Quote: XXXX Overview Window;
Press the [+ADD MANUAL SECTION] to display the "Add new manual section" popup
Enter a “Section name*”
Check/Edit the Section "Brand*”
Enter a "Description" (Optional)
Press [CONFIRM] to display the Quote's new Manual Section where you can Add Kitset/Product Quote Lines, or Ad Hoc Lines to build your Quote. For more information on this see the Help Article: "Quote Manual Sections (Add - Edit)"
To Add a Quote Plan Section (Visbuild Side)
Adding a Quote Plan Section is done from the Quote's Visbuild Window (Visbuild Side).
⚠️ NOTE: When opening the Quote for the first time, you need to do a [SAVE] to liven the [OPEN IN VISBUILD] button.
Quick Flow:
Quote: XXXX Window
[OPEN IN VISBUILD]
Section Name*
[CONFIRM]
1. From the Quote: XXXX Overview Window;
Press [OPEN IN VISBUILD] to open the Visbuild Browser Tab where you can upload your plan and Add Kitsets or Quote Lines to build your Quote. For more information on this see the Help Article: "Quote - Plan Sections from Visbuild (Add - Edit)"
To Save Quote as Estimate/Estimate as Quote
Estimates are first created as Quotes, then can be Saved as Estimates.
A Quote/Estimate can be Saved to change a Quote to an Estimate OR an Estimate to a Quote.
1. From a Quote/Estimate's [SAVE] button, Press the dropdown options to display Option "Save as estimate" OR "Save as quote", then Select the Option to suit
⚠️ NOTE: When saving a Quote as an Estimate, the Estimate PDF now follows the Estimate default wording. When saving an Estimate as a Quote, the Quote PDF now follows the Quote default wording. Any editing at the Quote/Estimate's "Document Wording" will be lost on the save of a change.
⚠️ NOTE: When saving as a Quote, invoicing is done by Progress Claiming the Quoted amounts either by $ value or % value. When saving as an Estimate, invoicing is done as a Charge Up Invoice (displaying Costs to Date as Labour and Product lines)