AroFlo provides a quote builder in AroFlo Field that allows you to create simple quotes.
Access your quotes within AroFlo Field from the Quotes List (Menu > Quotes) or from a task with a quote attached to it via either the More tab on a task > tap Quote ($dollar value), or from the Task tiles.
The quote worksheet is broken up into five tabs:
The Notes and More tabs will have a counter on them if there is information contained within them, e.g. if a note or document has been added.
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.
If the quote was created from an asset, the asset name will be displayed here as well, along with further options (three dots):
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.
Scroll down on the quote to access the description types.
Description Templates can be used for any of these description types.
Tap the Checklists tab to access checklists specific to quotes.
Checklists are set up in Site Administration. See Checklist Templates.
Click the (expand icon) beside a checklist item to display additional options.
The 1 in brackets indicates information is contained within one of those additional options.
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.
Read more on notes.
All other applicable aspects related to the quote appear in the More tab, in the form of a pop-up. Certain options will have a counter on them to indicate that information is contained within them.
These options appear on most of the five tabs available to you:
Tap it to change the status. Options are In Progress, Pending Approval, Approved, and Rejected.
Read more about substatuses.
Read more about quote statuses, including workflows for the approval process.
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 Progress or Pending Approval.
|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.
Checklist items can also contain a shortcut to create a labour entry. See Record a new labour entry.
Alternatively, you can also use the Task Timer to record a labour entry. This is available from the top of the quote as well as within the Hours section.
The Task Timer works in the same way as on a task. Read more here.