The Quotes dashboard is where you'll find a list of all Quotes in the system, each displaying important details such as the Quote name, method, status, due date, and what the Quote is linked to.
Quick action icons let you easily edit or delete any Quote.
To help you find specific Quote quickly, a search bar is available at the top of the screen. You can also create a new Quote at any time by clicking the plus (+) icon, giving you a fast and intuitive way to manage financial records as your work progresses.
💻Dashboard:
The Quotes Dashboard Explained
There are three major areas of the dashboard:
- Add Quote - this is where new quotes can be created.
- Search - this is where you can search quotes.
- Quote list - this is where your quotes are displayed.
Search and Linked To
Use the Search field to locate a Quote from the list based on your searched term.
The Linked To column will display what an Quote is linked to - clicking on the text in this column will take you to the Linked To object, such as a Job or Work Order.
💻Quotes:
Quotes in Prestartr
The following sections will help guide you through how to manage an Invoice.
Quotes can be exported to PDF or even integrated to accounting software such as Xero. See Integrations for more details on this.
There are settings associated with Quotes - see Finance Catalogue for more details on these settings and how to configure them.
✎Edit
To edit a Quote, click the pencil icon on the far right of the quote list.
It will navigate you directly to the edit mode of the desired quote.
On the Edit Quote screen, you have access to a multitude of options:
- Quote Method (Itemised, Summary, Lump Sum, or Task)
- Customer
- Name
- Issue Date
- Due Date
- Reference
While editing a Quote you can also add Attachments, Quote Line Items, and Line Headers.
🗗 Duplicate / Print
Click the overlapping square button to the left of the Print button to Duplicate an Quote.
Click the Print button to generate a PDF of the current Invoice.
This can be done while viewing an Invoice or Editing an Invoice.
Quote Statuses
Open
Quotes, when created, are set to the Open status. When it is ready to be progressed, you can mark it as confirmed.
Click the button “Confirm Quote” to update the status.
Confirmed
When an invoice is set as Confirmed, you can either Reset to Open, Create Work Order, or Approve Invoice.
Invoiced
The status is updated to Invoiced when you use the Approve Invoice button.
Fixed Price Work Order / Normal Work Order
From a confirmed Quote, clicking the Create Work Order button will prompt you with a choice of creating a Fixed Price Work Order or a Normal Work Order.
A fixed priced Work Order is exactly what it says it is - the price is fixed to the quote.
🗑Delete
To delete a Quote, click the rubbish icon on the far right of the Quote list.
You will be prompted to confirm the deletion.
A deleted quote is removed entirely and cannot be retrieved.
While Viewing or Editing a Quote, click the rubbish icon next to Print to Delete the invoice.