Asset History - Displays a history of tasks and quotes which include/included this asset as a linked asset.
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. See more below - Record Labour on a Quote.
Edit the quote layout for this quote. Remember to Save if editing.
Saving Invoice Layouts
The Layout field displays the Default Print Layout. If you change the Layout and save the quote, AroFlo will remember the selection if you need it again in the future. The default will also display, just in case you need it.
Switching the layout from the default works in conjunction with Online Quotes
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 Items Total tab gives you the overall totals of the quote and is designed for your customer to capture a signature on this screen. To view more information, such as labour hours, cost of materials, and overall markup, tap Details. See Edit a Quote - Items Total for more information.
Tap View & Edit Quote Items to add items to your quote. See Quote Items for more information.
Record general information about this quote or job and/or view existing notes.
The status of the quote also appears on the quote 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.
Record Labour on a Quote
Tap the Hours button in the Overview to record labour entries for time spent producing the quote, e.g. time taken for an inspection of the work to be carried out. If the quote is approved, these entries will carry across to the task. Alternatively, these entries can be added to an invoice, if applicable.
Labour entries are recorded in much the same way as on a task. Read more here.