How to View Quotes


To view quotes, hover over Quotes A screenshot of a schedule icon with a grey calendar icon and an arrow. in the main menu. You can then view quotes according to specific internal stages for your business.

These stages include Open, Progress, Complete, Approved, and Closed / Archived. Approved Quotes are quotes that are ready to be sent to the customer, and appear in the customer portal.

Alternatively, go to Quotes A screenshot of a schedule icon with a grey calendar icon and an arrow. > Open, then click the All sub-tab to view all quotes.

To quickly locate a quote, enter the quote number or customer name in the local search bar and click Search. Alternatively, you can enter part of the customer name, then select the applicable quote from the drop-down list.

If you have a large quote database, click Advanced to narrow your search results according to Salesperson, Technician, Status, Cost Centre, Customer Profile, Tag, Zone, and Due Date.

You can also filter quotes according to Project Manager, Business Group, Customer Group, and Quote Type.

Keeping a large quantity of quotes in your system can impact the performance of your build and make it more difficult to locate relevant work. Additionally, it can make system alerts less effective, as important alerts get buried under old redundant alerts. To manage quotes effectively, ensure to archive quotes once you have finished working on them. Learn more in How to Archive a Quote.

A screenshot of the Advanced filter options for quotes.

Open Quotes includes Progress, Complete, and Approved quotes.