This Help Article covers:
General/Overview:
⚠️ NOTE: Quotes/Estimates are added from a Job, I.E. the Job must have been added first. For more information on adding a Job, see the Help Article: "Jobs (Add - Edit)"
Quotes can be built using
Manual Sections (Quote Side),
Plan Sections (Visbuild Side), or
A Combination of both Manual Sections and Plan Sections.
💡 TIP: The Icon on the left of a Quote's Section tells you if a Section is a Manual Section (Quote Side) or Plan Section (Visbuild Side).
Quotes and Estimates are displayed in the Quotes List of the Side Menu's Quotes and the Quotes Top Tab of a Job Window.
To Enable a User to Add or Edit a Quote
For a User to be able to Add or Edit a Quote they need to be enabled on the Katipolt Desktop side. To do this they need to be added to a Katipolt Role with permission “Add/Edit Quotes” toggled to "On".
Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays Katipolt “Add/Edit Quotes” toggled to "On" OR from a Role toggle it to "On" > then select the person from the “Assigned To” dropdown to add
⚠️ NOTE: Toggling "Add/Edit Quotes" to "On" also toggles "View Quotes" to "On". You can Toggle just "View Quotes" to "On" which allows a User to View Quotes, but not Add or Edit a Quote.
💡 TIP: Toggling "View Quotes" to "Off" hides the Dashboard Key Information Chart or Tiles related to Quotes.
To Add a new Quote
Adding a Quote is done from the Quotes Top Tab of a Job Window.
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 Window (Quote Side).
Quick Flow:
Quote: XXXX Window
[+ADD MANUAL SECTION]
Section Name*
[CONFIRM]
1. From the Quote: XXXX Window;
Press the [+ADD MANUAL SECTION] button 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 Window;
Press [OPEN IN VISBUILD] button 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 to the Quote/Estimate's "Document Wording" will be lost on the save when changing.
⚠️ NOTE: When saving as a Quote, invoicing is done by Progress Claiming the Quoted amounts by either a $ value or % value of the Quoted Amount. When saving as an Estimate, invoicing is done as a Charge Up Invoice (displaying Costs to Date as Labour and Product lines)
To Edit the Quote/Estimate
Open the Quote, then depending on the Quote's Status, either:
Make changes, then Save again,
Unlock, make changes, then Save again, or
Unaccept, Unlock, make changes, then Save again
⚠️ NOTE: If the Quote/Estimate has been Accepted and has a Progress Claim/Charge Up Invoice and/or a Variation added, the Quote/Estimate cannot be Unaccepted. This also includes if the Progress Claim/Charge Up Invoice has been Voided and/or the Variation Cancelled.