Creating and Sending a New Quote from a Jobsheet
To create a new quote from a jobsheet and send it to the customer, follow these steps:
Accessing the Jobsheet: Right-click and edit the jobsheet from either the Technician Planner or the Jobsheet Grid to open it.
Create Quotation: Click the "Create Quotation" button located at the bottom of the jobsheet to initiate the quotation process. This action will allow you to add any additional parts or labour required by the customer.
Adding Items and Making Edits: Upon creating the quote, all items included on the jobsheet will be displayed. You can add new items and make necessary edits to the quote as needed.
Printing or Emailing the Quote: Once all additional items are added and edits are made, you can print or email the revised quote using the buttons available at the bottom of the window.
Updating the Jobsheet
After the customer approves the additional work, you can update the original jobsheet with the new values and quantities.
Items that differ from the parent jobsheet are indicated by a yellow warning icon. Hovering over the icon provides more information.
To update the original jobsheet, select "Update Jobsheet" on the quote. This action sends all extra items, including amended quantities, back to the parent jobsheet.
Creating Multiple Quotes from a Jobsheet
It's also possible to create multiple quotes using a single jobsheet. After creating a quote from a jobsheet, follow these options:
Create Quotation: This will generate a new quotation from the jobsheet.
Edit Quotation: If only one quotation is created from the jobsheet, it opens that quote. If more than one quotation exists, an intermediate window will appear, allowing you to select which quotation to edit.
