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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.

  1. 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.

  2. Create a New Quote

    • Click the New button to open the quote creation form.

    • Fill in the required basic information and select Create & Open.
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    WorkTrek web interface displaying the Quotes dashboard management panel with the highlighted New button
    The initial Create Quote pop-up window in WorkTrek for adding basic quotation properties

  3. Add Documents (Optional)

    • In the Documents section, attach any relevant files related to the quote if needed.

  4. 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
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      The main quotation record view in WorkTrek pointing to the General Info configuration fields
      The active editing interface for quotation data fields like client details, dates, and terms in WorkTrek

  5. 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.
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      The Items tab window inside a WorkTrek quote entry displaying options to add services or parts
      The line item configuration panel in WorkTrek for specifying service quantities and pricing breakdowns

  6. 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
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    A finalized estimate page in WorkTrek displaying system management headers to Submit or Approve the quote

  7. Result

    • After submission or approval, the new quote will appear in the Quotes list, where it can be tracked and managed further.

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