Create a Quote

Desktop Quotes:

To create a new Quote, start by selecting the Quotes tile.

Select the +Add Quote button at the top right of the page.

Select the Contract Group, Client and Site from the drop-down menus.

Enter a Job Title and Job Description for the Job that will be connected to the quote.

Use the + button (Bottom left) to add the quote items.

Select the item Type you are quoting for.

Enter the item Description, Unit (measurement) Unit Price and Quantity.

When all the necessary items are added click Save.

Mobile Quotes:

Quotes can now also be created on Android Mobile devices with support for iOS devices being added soon. This functionality can be turned on or off in the "Quotes/Invoices" tab in the Preferences Menu.

Note: Quotes created on Mobile devices will be available to the Desktop Users. Quotes created on Desktop will NOT be available to Mobile Users.

For more options related to Quotes, please see our guide on Quotes Preferences.