Create Price Quotes

Use the Price submodule to create price quotes for selected jobs.

To use the Price submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To create a price quote for a job:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job that you want to create a price quote for.
  3. On the side toolbar, click Price.
  4. Click the Header tab.
  5. Click Create new price quote .
    Alternatively, click and select New price quote.
  6. In the Create New Price Quote dialog box, enter or use the corresponding drop-down lists to provide the applicable information for the price quote that you want to create.
  7. Click OK.