For greater detail on the individual steps, please refer to the Create a Task page.
Once created, continue as either:
Simple Quotes - Used when the work to be quoted on is fairly straightforward. Once accepted, a simple quote becomes a task. It cannot become a project. Example: Replacing a set of automatic entry doors on an office building.
Detailed Quotes - Used when the work to be quoted on is complex and contains many stages, known as 'take-offs' in AroFlo. Once accepted, a detailed quote can become a project. Example: Building a multi-unit housing complex.
Your Permission Group controls access to this feature.