The Service Track quote lists include a preview panel to display essential information from a selected quote. Simply click any row or the (eye icon) beside a quote to open the quote preview panel.
Task lists also use this same preview function. Learn more.
The Quote Preview is available for quotes of all statuses in the ServiceTrack Quotes menu.
The Quote Preview will open and the selected quote will display a green eye icon.
Once finished, click Hide Preview, or click away from the row, to close the panel.
The Quote Preview will remember the tab you were on, when switching between quotes. This is a handy way to quickly view the details (e.g. notes) for quotes in the list.
See below for more things you can do within the preview.
The Quote Preview includes fields that are also found on the Quote Worksheet.
Fields with the (link icon) can also be clicked for more information.
A unique identifier generated on quote creation in the format 'JN [number of company tasks created +1]'
Click this to open the quote in full, in a new tab.
The quote name. It could be the client's address or the work site address if a location was set for the quote.
This will become the Task Identification once the quote is approved and becomes a task.
The quote status. This is the progress of the quote, allowing users to easily see where the quote is at. Click this to edit. See more.
Substatus(e.g. With Sales)
The quote substatus - additional information relating to the status of a quote. Click this to edit.
(Appears for Approved quotes only) Click to edit the acceptance status. Click (blue pencil) to open the quote and change the acceptance expiry.
The Task Timer. Click this to start or stop the timer.
Remember to Save your changes if editing the Status, Substatus, or Acceptance Status.
The scope of the work being quoted.
Task Notes can be used to keep track of communication with your customers or between field staff and office staff. Notes can also be created in the Quote Preview.
The Items section gives you a snapshot of the following areas:
Clicking a section or the (link icon) will go to the relevant part of the task (except Quote Totals).
Displays linked tasks or quotes.
Your Permission Group controls access to this feature.
Parts of this feature are included in AroFlo Go.
Contact our support team.