The Overview tab gives you the main details of the quote, such as client name, location, task type, requested date, Reported By contact, and Estimator name.
Open in New icon (box with arrow) in the Client section to open the client card.
Map marker symbolin the Location section to open the location card.
Phone numbers (if applicable) (mobile) or (landline) to easily dial the Reported By contact.
Record any quotation time via the the Hours button. Quotation time is time incurred in the actual creation of the quote, e.g. the time it took to create the quote. Entries recorded here will carry across to the task as Labour entries once the quote is approved.
Scroll down on the quote to access the description types.
The overall description of the job which is entered when the quote is created. The description carries across to the task once the quote is approved to become the task description. Click Edit if you need to edit this.
Used for outlining the scope of the work being quoted and is usually longer than the Task Description.
This field is ideal when you have a large amount of information to include on the quote, but it may not be as relevant once the task is created.
Click Add to add a quote description.
Click Add to list any exclusions that form part of the quote. Exclusions are things that are not included for the scope of works. Recording your exclusions in this field is useful if you want to later include this information on a layout.
Tap the Checklists tab to access checklists specific to quotes. To the right is an example.
serve as a reminder of the steps required to complete a quote
The status of the job also appears on the task header. The statuses are colour coded and contain the substatus, if applicable. Tap it to change the status. Options are In Progress, Pending Approval, Approved, and Rejected.
Quote is currently being worked on
Quote is pending approval from client/internal approval
Quote has been approved by client/has been approved internally
Read more about quote statuses, including workflows for the approval process.
Allows you to capture a signature from your customer. This is available on all tabs except More.
You can only capture a signature when your Quote is in the In Progress and Pending Approval status.
Tap Save to save your quote. Once you save, the information will be available to all users (in accordance with their access permissions) using AroFlo Field or Office. This is available on all tabs except More.
View our Job Estimating product page
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Your Permission Group controls access to this feature.