Setup
Make sure you have the following permissions: "Can create quotes", "Can change quotes" and "Can view defect quotes". Click here to learn about security groups.
How to create a defect quote from a task
1. Open the task and click Create quote under Process section on the Task tab.
1. Open the task and click Create quote under Process section on the Task tab.
2. Complete Scope of Works and click Save Defect Quote.
2. Complete Scope of Works and click Save Defect Quote.
Insert text snippet to add formatted text for consistency and efficiency.
3. Open Quote Builder tab, click Select all and Add selected to quote.
3. Open Quote Builder tab, click Select all and Add selected to quote.
By default, the filters display only new, unquoted remarks from this task.
4. Check the Product (or select one), Description, Cost, and Sell.
4. Check the Product (or select one), Description, Cost, and Sell.
Technicians should select the appropriate product for each remark; but if not, please select to automatically populate the Price, Cost and Description from Product Catalogue.
Add any additional line items required by clicking Add lineitem.
Adjust markups for an individual item by double-clicking the Markup cell. Or, adjust the Total Markup at the bottom for all items or per product type—Labour, Materials, Equipment, Subcontracted, and Expenses.
5. Move Defect Quote to Finalise status.
5. Move Defect Quote to Finalise status.
Available fields on a defect quote
Required (Ref, Expiry date, Property)
Required (Ref, Expiry date, Property)
Ref: Automatically generated reference number for the quote.
Expiry date: Auto-set by the Defect Quote default expiry in the Control Panel.
Property
Recommended (Scope of Works)
Recommended (Scope of Works)
Scope of Works: The complete description of the works to be carried out to be displayed on the quote.
Optional (Description, Due date, Client, Internal Note, Additional Dates, Template, Categorisation)
Optional (Description, Due date, Client, Internal Note, Additional Dates, Template, Categorisation)
Description: Short description of the quote for internal or customer reference.
Due date
Client: Leave blank to inherit Client from Property.
Internal Note: Notes to be copied across to the Task created from this Defect Quote.
Set additional dates
Date: Set the date that should appear as the created date on the quote.
Review date: Optionally set a date that can be used to filter on should you need to do any manual follow up.
Set template
Template
Email template
Set categorisation
Supervisor
Salesperson
Severity
Service Group
Tags
Resources
Video
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