Job Cards can be marked as a Job quote in our job quoting software, in which case the system will take all the costing items recorded on the Job Card to be printed as a Quote. You can also manually enter a quoted amount in case the quoting is done using a separate system.

When the quote has been approved, simply change the Quote Job card into a normal job (remove the Quote tick) and process the Job Card as per normal.

If a Job Card is marked as a quote, the Job Card print function will print a quote rather than a Job Sheet.

  1. Mark a Job card as quote
  2. Select materials and labour on job costing page and set quoted price
  3. Print / Send quote
  4. Accept quote
  5. Proceed as per normal job handling

Job Quote tracking