Creating a Quote

To create a quote the book a job process is followed initially. 

First go to the “Job booking” screen by clicking the following icon from the vertical menu on the left.

or use the Keyboard Shortcut - (Alt + B)

• Select Client  - After client is selected option to select "Client Dispatcher" will become available

• Client Dispatcher - Select the Dispatcher from the drop down list
  • If the Dispatch person is not listed in the drop down list select the "plus" button to add an adhoc dispatcher.

• Creation of an "Adhoc Dispatcher" only a first name is required 
• Select "Create Adhoc Dispatcher" button

select "Add Job Delivery Information" button

Select "Add Pickup"

Enter Business / Site Name

• If a common address for this site has been created it will be displayed in the drop down menu

See "Adding Common Addresses via Job Booking" article for more details

• Address - Select the three vertical dots

Address Search

• Suburb Search (if the user only wants to enter a suburb), however it is recommended for data integrity purposes that the user enter a full address.
• Full Address – this uses a database of all addresses listed in Australia based on government information.

Pickup Site Contact

• Pickup Site Contact - Select the Pickup Site Contact from the drop down list
  • If the Pickup Site Contact person is not listed in the drop down list select the "plus" button to add an adhoc site contact.

• Creation of an "Adhoc Site Contact" only a name is required 
• Select "Create Adhoc Site Contact" button

Delivery Information

• Location Name – this is usually the name of the business at the location.
• Delivery Site Contact – Select a site contact from the drop down list (follow process above to add an adhoc site contact )

Select "Save This Pickup" button

Select "Save & Add New Delivery button"

This will go straight to the process of adding a delivery Leg

Add an additional Leg

• Select to add an additional Pickup or a Delivery

Add Delivery

Pricing

Select "Edit" icon to add pricing options to the job.

Pricing Options  ( Refer to articles for more details of each pricing option)

• Time Rates -     "Pricing a Time Rate Job"
• Zone Rates -     "Pricing a Zone Rate Job"
• Unit Rates -       "Pricing a Unit Rate Job"
• Quoted Rates -  "Pricing a Quoted Rate Job"

Note: A Job can only be booked or saved as a quote  once pricing has been added.

• Select the "Save Quote" button from the top right of the booking screen.

Select "Send Email" button to email a copy of the quote to the client

To retrieve a quote follow the initial booking process

Select the "Search Quote" button in the top right

Enter the "Quote ID"

Then Select the "Apply Quote" button

Select the "Confirm" Button to book the quote as a job.

Alternatively Select the client account and then select "View Available Quotes" button 

• Select the "View Available Quote" button

Note: The available quote button will only be active if their are any current quotes for the account in question.

• Select the relevant quote  then select the "Confirm" button

• Select who the quote is being Accepted by from the drop down box then select "Confirm"

• Select "Add Job Delivery" button

• Make any changes to the booking if required then select the "Book Job" button on the top right
• This will book the quote as a  job.