This Help Article covers:
Quotes and Estimates display in the Side Menu's Quotes Tab List and the Job Page’s Quotes Top Tab.
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 new Quote is done from a Job Page’s Quotes Top Tab.
⚠️ 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 Page
Quotes Top Tab
[ADD]
Quote Details
[SAVE]
1. From a Jobs: XXXX Page, Press the Quotes Top Tab to display the Quotes Expandable Section, then Press the [ADD] button to display the New Quote Page
2. From the New Quote Page 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 Page (Quote Side).
Quick Flow:
Quote: XXXX Page
[+ADD MANUAL SECTION]
Section Name*
[CONFIRM]
1. From the Quote: XXXX Overview Page;
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 Visbuild Section is done from the Quote Overview Page (Quote 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 Page
[OPEN IN VISBUILD]
Section Name*
[CONFIRM]
1. From the Quote: XXXX Overview Page;
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, and then 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)