Open Quotes Section
Log in to the system and navigate to the Work section from the sidebar.
Click on Quotes to open the quotes list.
Create a New Quote
Click the New button to open the quote creation form.
Fill in the required basic information and select Create & Open.
Add Documents (Optional)
In the Documents section, attach any relevant files related to the quote if needed.
Edit General Information
Click Edit under General Info and complete the following fields:
Client Company & Contact
Asset
Project
Contract
Cost Center
Quote Date
Valid Days
Notes
Add Quote Items
Go to the Items tab and add the required entries such as:
Service
Labor
Parts
Expenses
Other Charges
Each item should include quantity, unit price, and total cost where applicable.
Submit or Approve Quote
Once all information is completed, choose the appropriate action:
Submit – sends the quote for review
Approve – confirms and finalizes the quote
Result
After submission or approval, the new quote will appear in the Quotes list, where it can be tracked and managed further.
Create Quote
This article explains how to create and manage a new quote in the system, including adding client details, items, and submitting or approving the quote.