How do I create a Quote within a Request?
Select the request in which you want to create a quote. To create a Quote, click on the “+” present within the Timeline view.
On clicking “+” sign, a dropdown list will appear, under which select “Create a Quote” .
After selecting Create a Quote option, you will see the “ Add Quote” popup with the pre-filled providers details, you need to fill Quote description, Quote instruction, Order Reference Number, Assigned To Fieldworker, Quote date, Quote Due date, and Discount per Item.
Also Add Item or Add Job Type/ Services, Rate, Quantity/Hr, Discount to raise the quotation.
*Note: You must fill out all the fields marked with an asterisk .
After creating a quote, Select Save button.
Clicking on the Save button will show you the success alert on the right corner of the screen and the newly added Quote will be displayed in the timeline view.
On clicking “+” sign, a dropdown list will appear, under which select “Create a Quote” .
After selecting Create a Quote option, you will see the “ Add Quote” popup with the pre-filled providers details, you need to fill Quote description, Quote instruction, Order Reference Number, Assigned To Fieldworker, Quote date, Quote Due date, and Discount per Item.
Also Add Item or Add Job Type/ Services, Rate, Quantity/Hr, Discount to raise the quotation.
*Note: You must fill out all the fields marked with an asterisk .
After creating a quote, Select Save button.
Clicking on the Save button will show you the success alert on the right corner of the screen and the newly added Quote will be displayed in the timeline view.