Quotes
Quotes
are an important part of running a business. Using JobsPlus, you can
create quotes quickly and easily, and compare labour, materials and
other associated details against the actual items used for the job.
The
main quote screen is shown below:
What
information can you enter?
You
can enter limited or detailed information into a quote. The
quote section in JobsPlus allows you to:
· View
open and closed quotes, quote status
· Copy
quotes partially or in their entirety
· Win
quotes which will convert a quote into a job thereby eliminating
double entry of data
· Enter
customised checklists
· Apply
discounts to parts or labour or both
· Override
the calculated quote price to a price of your choosing
· Enter
details (eg address, contact details etc) for both the client and
the site
· Log
key dates for the quote
· Itemise
all labour to be used – Labour can be listed by employee and is
detailed by labour task, cost rate, sell rate, discount applied etc
- List
all parts to be applied for the job – Details include part code,
part description, buy price, sell price, quantity to be used and
discount applied. Parts
can be listed for costing and invoicing purposes, or if you
prefer, parts can be listed only for costing purposes. This
is advantageous where you do not wish to display all the
individual component parts on the quote.
- Apply
markup margins to parts
- Enter
details for equipment being serviced as shown in the screen shot
below

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