When a Quote work order is raised, Resources will need a way to provide quote details for any work orders that the Client has requested they provide a quote for. This can be done using the ‘Provide Quote Details’ button. 

Note: Head Office Users will not only be able to perform this for their own Quotes but also for their Branches.

On the Job Detail screen, select the <Provide Quote Details> button to display the ‘Provide Quote Details’ page.

Firstly, select the Contact by using the <Choose From List> button and selecting a Contact from the list. This will then populate the Contact fields below. 

Next, provide the details of the quote. This include the impact of the work, how long the quote is valid for (measured in days), the number of personnel required and the cost of any parts, materials and labour. 

‘Labour Rates’ -  This allows the user to enter the estimated time on site and the associated costs. Users can choose from pre-agreed rates or enter new rates for the job. Multiple lines can be added for multiple trades/disciplines

‘Part’ - Any parts that are expected to be used can be added here

‘Equipment’ - Any equipment that is expected to be used can be added here

‘Misc Costs’ - Any misc. costs such as petrol or parking can be added here

‘Plant Costs’ - Any plant costs such as machinery hire can be added here

‘Rebates/Reductions’ - Any rebates/reductions should be added here as a negative number to ensure that these costs are taken away from the total cost

‘Sub Contractor’ -  Any costs for works to be be completed by a sub contractor should be added here

‘Total Cost’ - As the above costs are added, the ‘Total Cost’ field will automatically add up the costs being added

‘Notes’  - Enter any additional notes that may be relevant to the estimates

‘Upload Documents’ - Add any documents relevant to the estimate. This could include any pricing documents from your suppliers or costs provided by any sub contractors that may be required. 

Once all details have been entered, click the <Submit> button to submit the quote to the Client. The Client will then be given the option to either accept or reject the quote.

Permissions: Can Provide Quote Details