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Quotes - Overview

Learn how to create simple or detailed quotes to convert into tasks in AroFlo

Updated on February 29th, 2024

Table of Contents

Types of Quote

AroFlo provides a flexible quote builder that allows you to create simple or detailed quotes depending on the size of the job. Estimating just got a lot easier.

  • Give clients options within your quotes
  • Use takeoff sheets to build your quote to match your project stages
  • Easily track your quotes by using quote statuses
  • Automatically create a task from an approved quote
  • Build line items using square metres, linear metres or cubic metre calculations.
  • Access online supplier catalogues from within a quote
  • Save time with quote templates and your quote history.
  • Use Online Quote Acceptance to allow your clients to view quotes through AroFlo's external quote viewer.

AroFlo comes with an approved quote which has transitioned to a working task.

To preview what a finished quote looks like, click Workflow > Quotes and change the filter in the list to Approved, then click on the quote name ‘Welcome to AroFlo’.
 

 

Types of Quote

There are two types of Quote within AroFlo:

  • Simple Quotes are your standard quotes used for jobs or services, that can be sent to your customer for approval
  • Detailed Quotes are designed for large-scale works that span a number of weeks.

Click the button below that more closely matches the description of the kind of quote you'd like to make:

Simple Quote  Detailed Quote 
  • Quick and easy quote builder suitable for creating straightforward quotes.
  • Save time by entering labour hours directly to material line items.
  • Ability to use different work types for labour pricing.
  • Allow you to include option groups and optional line items.
  • Apply markups to items, material and/or labour items and overall quote total.
  • Provide the ability to split your quotes into takeoffs.
  • Ability to allocate different labour pricing by hours or percentage.
  • Create and include various types of allowances.
  • Duration tool assists in calculating the expected duration of the task.
  • Can be used to create a project for managing large jobs.

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