Please contact [email protected] to enable the module.

Navigate to the Control Panel, open the Service Quoting tab, and enter terms in the Service Quote template terms and conditions field.

Navigate to the Control Panel, open the Service Quoting tab, and select the template in Service Quote default template field.

Visibility of the cost breakdown depends on the selected Service Quote template:

• Service Quote (Itemised) – Displays the price of each line item.

• Service Quote (Totals only) – Shows only the total price for Required Works amd Maintenance (Fixed) sections.

Refer to Document and email templates for more details on setting up document templates.

Certainly! Refer to How to finalise and submit a service quote for instructions.

There are styling options are available in Service Quote text fields, including bold, italics, and headings. Refer to the Markdown Styling in Uptick Text Boxes support article for more information.

The text box can be resized by clicking and dragging the icon in the bottom-right corner.

Defects should be quoted using the Defect Quoting module, which ensures accurate linking of products to existing remarks and improves efficiency. While products can be added to a Service Quote, this method is not recommended for defect quoting.

Service quote templates can be customized in the Control Panel, learn more in Document and email templates article.

Yes, the recipient, body text, and any CC or BCC recipients can be updated before sending. Refer to How to finalise and submit a service quote for more details.

Expiry dates keep pricing accurate and consistent with other quotes in Uptick. For long-term validity, the expiry date can be set far into the future (e.g., 12 months).

The system does not enforce mandatory PO attachments, but adding a note in the quote email helps communicate that a PO is required before approving the quote.

Click the three horizontal lines on the right to Duplicate the line item and adjust the levels or estimated duration.

To display a cost breakdown to the client, use the Service Quote (Itemised) template.

Click Create new item or Duplicate an existing item, then select the labour rate.

Cost and sell prices can be manually adjusted without use of markup.

Most of the tables will remember the additional columns added when returning to the page. In addition, favourite filters help quickly reapply preferred column arrangements and quote statuses.

Open the service quote, click the dropdown on the Submitted status, and transition the quote to: Mark approved or Mark declined statuses.

You can use the approval link to approve the quote on behalf of your client. Follow the steps here.

You can transition the service quote to the Approved status, by clicking on the status of SUBMITTED and selecting Mark approved

This will mark the service quote as approved, but will not send an email to the clients, the salesperson or the notification email of approval confirmation.

A voided quote cannot be returned to draft, but it can be duplicated

The price must be entered for each service quote because routine servicing prices vary based on the pricing agreement, asset count, and quoting method.

The description carries over to the task but must be retained by selecting No Grouping when creating the invoice. Otherwise, the product catalog description will be used.

Tags are unique to each module, so service quote tags remain separate from those on generated tasks.

Tags can be used to organize and filter service quotes, as well as exported from Uptick.

When searching in the service quoting module, the primary name appears beneath the client name to help with identification.

If the property already exists, creating a service quote directly from the property page simplifies the process by reducing the need to search and select the property and client manually.

Please review How to create and use a "template" for service quotes if creating similar service quotes for multiple clients.

Please install 3rd party software, such as Grammarly, to check your spelling and grammar within your browser.

Uptick does not currently integrate with electronic signature tools. Some customers collect signatures externally and upload them as part of the approval process.

Correct. The email address provided when sending the service quote, whether the original primary contact or a different recipient, will receive the reminder.

Reminder emails can be sent for service quotes, but this is not automated like defect quotes. To send reminders, open each quote individually or use the bulk edit feature from the service quote main page.

The email notification to the salesperson is always sent upon quote approval and cannot be disabled.