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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. 

  • Quickly find the right quote without accessing the whole worksheet.
  • Easily check details from the quote, e.g. task type, quote description, notes, and location.
  • Update the status, substatus, and acceptance status
  • Access the task timer
  • Access the quote progress at a glance
  • Click once more to open the quote in full to view the task description, checklist items, documents & photos, etc.

Task lists also use this same preview function. Learn more.

Open the Quote Preview

The Quote Preview is available for quotes of all statuses in the ServiceTrack Quotes menu.

  1. From the menu, navigate to ServiceTrack > Quotes to take you to quotes that are in progress
  2. (Optional) change the status dropdown to view quotes in a different status
  3. Click the blank space in a row or the (eye icon) on the quotes list.

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.

Quote Preview Fields

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.


Header

FieldDescription
Job Number
(e.g. JN 1263)

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.

Quote Identification 
(e.g. Variation: Stone seating area with fire pit)

The quote name. It could be the client's address or the work site address if a location was set for the quote.

Task name

This will become the Task Identification once the quote is approved and becomes a task.

Click this to open the quote in full, in a new tab.

Status
(e.g. Pending Approval)

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.

Acceptance Status

(Appears for Approved quotes only) Click to edit the acceptance status. Click (blue pencil) to open the quote and change the acceptance expiry.

Task Timer

The Task Timer. Click this to start or stop the timer.

Remember to Save your changes if editing the Status, Substatus, or Acceptance Status.

Overview

FieldDescription
Task TypeThe type of job required. See Task Types for more info.
Ref NumberA unique identifier generated on quote creation. This is in the format [Client Short Name]-[number of client tasks created +1]
ProjectOnly appears for project quotes. Click the field to open the Project.
Entered ByThe user who created the Quote. It can be changed on the Quote Worksheet.
Client Name Who you are doing the Quote for. Click the field to open the Client Card.
Reported ByThe client contact who requested the quote.
Location The location of the task, if the work site is different to the client address. If a location was selected for this quote, you'll be able to click the field to open the Location Card.
Site Contact NameName of the person to contact on-site (appears if a location was selected for this quote, and if present on the location card.
Site Contact PhonePhone number of the person to contact on-site (appears if a location was selected for this quote, and if present on the location card).
RequestedThe date and time saved when AroFlo created the quote.
Due DateThe date when the client needs this work completed by.
Description

The scope of the work being quoted.

Notes

FieldDescription
Notes

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.

Items

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).

FieldDescription
Quote TotalsThe Total Cost of the quote exclusive of GST. Click this to view further info, taken from the quote totals area of the quote.
LabourThe total labour hours as per the quote totals area.
MaterialsThe total cost of materials as per the quote totals area.
RFQsThe number of Request for Quotes attached to the quote.

Linked Tasks

FieldDescription
Linked Tasks

Displays linked tasks or quotes.

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