đď¸ The Quotes feature is only available for Premium plan users with Admin, Coordinator, Ops, and Office Support access.
If you haven't enabled Quotes in your account, navigate to Account > Feature Settings and toggle on 'Quotes'.
Creating a Quote
Please follow the step-by-step guide below to create a quote:
Navigate to Quotes > New Quote from the sidebar menu.
Select Client from the dropdown menu, or click Create New.
Set Quote Expiry and Service Period: It is possible to create backdated service periods (with a start date in the past). The assigned start date must be earlier than the quote expiry date.
IMPORTANT: Choose Fund from the dropdown menu, or select "no fund" if not using funds.
Click Add Pricebook.
Choose the appropriate pricebook from the dropdown menu. Fixed price pricebooks are also supported (the cost of the shift is the same regardless of the length of the shift).
You may toggle Set Recurrence to create recurring shifts throughout the service period.
You may continue to add more lines to the current fund, or make a new segment for another fund. Repeat until all items are entered.
At this point, you can choose to Save Quote as a draft or continue to Send Quote
A preview of the quote will be shown. If you are happy with the quote, click Confirm Quote
You now have the option to add the following Schedule Plan views to your quote:
Calendar View
List View
You may also attach a form (eg. Service Agreement) to the quote as well - for more information on creating forms, please see our documentation here.
Click Go to Send Quote to set up the recipient(s) and review the quote one last time.
Click Send Quote if you have finalized the quote.
View, Duplicate, or Archive Quotes
You can view created quotes by navigating to Quotes > Quotes List
You can also view quotes for specific clients by navigating to Clients > List
Click on the client's name
On the left menu, under the client's name, click on Quotes > Quote List
On the Quote List page, you also have the option to Duplicate, Archive, or track the change log of each quote.
Simply click the three-dot button on the Actions column, and choose the relevant action to your goal.
Frequently Asked Questions (FAQs)
I donât see the Quotes menu in my account. Where can I find it?
If the Quotes menu is not visible in the left sidebar, the feature may not be enabled in your account. To enable it:
Go to Account.
Select Feature Settings.
Toggle on Enable Quotes.
Once enabled, the Quotes menu will appear in the sidebar.
For more information, see: Managing Feature Settings.
Why canât I see a form when attaching it to a quote?
Only forms set as General type can be attached to a quote.
If the form youâre looking for does not appear, it may be because it is set as an Incident type form. Incident forms are not supported for attachment to quotes.
To resolve this, ensure that the form you want to use is created or configured as a General form type.