Job Cards can be marked as a quote in our job quoting software, in which case the system will take all the costing items recorded on the Job Card to be printed as a Quote. You can also manually enter a quoted amount in case the quoting is done using a separate system.
When the quote has been approved, simply change the Quote Job card into a normal job (remove the Quote tick) and process the Job Card as per normal.
If a Job Card is marked as a quote, the Job Card print function will print a quote rather than a Job Sheet.
- Mark a Job card as quote
- Select materials and labour on job costing page and set quoted price
- Print / Send quote
- Accept quote
- Proceed as per normal job handling