The Quote Manager screen allows you to quickly sort, browse and find all current unaccepted quotes A quote contains details of the costs that your client should expect to incur if they proceed with the job. There may be some variation between the quoted costs and actual costs, but your client should have some confidence that this variation will be small. In WorkflowMax there is no difference between an estimate and a quote, apart from the name. In practice, the client may expect that quoted costs will be more accurate than estimated costs, if the job goes ahead. See also Master quote. and estimates An estimate contains details of your best estimate of time or costs for completing a job. Your client should understand that an estimate is not a firm quotation for the exact number of hours or cost. In WorkflowMax there is no difference between an estimate and a quote, apart from the name. In practice, the client may expect that quoted costs will be more accurate than estimated costs, if the job goes ahead. See also Quote and Master quote. .
On the Quote Manager screen, you click on a quote or estimate to display the Quote/Estimate Information screen where the:
- complete details of the quote or estimate can be viewed or edited, and the
- quote or estimate itself can be copied, deleted, printed or saved as a template.
Folders on quotes and estimates
Folders allow you to organise and group items on your quotes and estimates (and jobs based on them) into logical groups for quoting, costing, invoicing, reporting and management purposes. For further details, see folders. You can create the folders directly on the quote itself, or, if the quote is based on a job template, the quote can inherit folders from that job template.