How to Create a Quote
Simplify your quoting process by setting up your Quote Presets. Quotes are able to be created in new and existing leads, these can be done from your 'Quotes' or 'Leads' tab from your user menu panel. Below you will see Option 1 - Using the Quotes Tab and Option 2 - Using the Leads tab. Continue down to learn how to complete your quote.
Option 1 - Using the Quotes Tab
Creating a Quote for Existing Leads
One way to create a quote is to access the Quotes tab from your user menu panel on the left hand side of your Jobman and follow the below steps:
- Click 'Create'.
- Select your Lead from the dropdown.
- Once selected, finalise by clicking 'Create'.
- See below for 'Completing your Quote'.
Creating a Quote for New Leads
Alternatively if this is a new customer:
- Click 'Create'.
- Click 'Create a Lead'. This will redirect you to add the details and set up a new lead.
- Enter your new lead details.
- Finalise by clicking 'Create', you will be redirected to your new lead.
- Create the quote by clicking the + New button and click 'Quote'.
- A pop up will appear, if you have existing Lead Items you can select them or just click 'Create'.
- See below for 'Completing your Quote'.
Multiple quotes that are the same or similar? You can copy a quote by using the 3-dot menu dropdown inside the quote you want to duplicate as shown below:
Option 2 - Using the Leads Tab
The other way to create a quote is to access the Leads tab from your user menu panel on the left hand side of your Jobman and follow the below steps:
- Find & click into the lead that you want to create a quote for.
- Click the + New button and select 'Quote'.
- A pop up will appear, if you have existing Lead Items you can select them or just click 'Create'.
- See below for 'Completing your Quote'.
Completing your Quote
Now you've created the quote you will now be on your quote page, let's go through customising and completing your quote.
Next to your quote number you will see:
- Quote Status
- Quote Value
- Profit Percentage
Under your quote number you will see:
- Quote Description
- Contact Person
- Add New Contact
- Quote Generated Date
- Quote Expiry Date
- Template Option
- Tax Type
- Quote Style
Customise your quote and change any of these by clicking on the required field to update.
Tip: make sure you assign the correct style to your quote as this becomes the default style of all your items, sections or products on the quote.
Add Quote Items
Now you've selected your Quote Style and Template it's time to add items to your quote, these can be broken down into sections to help better itemise your quote for areas etc.
Please Note: to add products and parts you have set up you need to click into the item or preset. To view how to add products to your quote click here: How to Add Products to Quotes.
Add a Section
- From the Add New dropdown, select Section.
- Name your section.
- Finalise by clicking Create.
Now you can add items or presets to your sections.
Add an Item
- From the Add New dropdown, select Item.
- Name your item.
- Add any additional notes or information in the description box.
- If you have created a section, choose the appropriate one to allocate this item to.
- If you have lead items, you can choose them here or leave blank for additional items.
- Finalise by clicking Create.
Tip: quick add an item by clicking the + logo at the bottom of your quote section.
Add a Preset
- From the Add New dropdown, select Preset.
- Choose your preset/s from the dropdown.
- Select the section you want to allocate this to.
- Finalise by clicking Create.
Tip: quick add a preset by clicking the lightning bolt logo at the bottom of your quote section.
Click into any of the value fields to add your costs, overheads, wastage, profit margins, price or discounts as shown below.
Tip: to delete a section, you must first delete the items in the section, to do this select the items - a 'With Selected' button will appear, click this and select 'Delete'.
Review the breakdown of your quote to see profit and totals etc. Preview your quote by simply clicking the button on the top right hand side of your quote, once you've completed your quote, hit 'Save Changes'. You will now be redirected to the completed quote where you can update further, email a copy to yourself or the client, print to PDF or invoice.
Tip: change the status of your quote by clicking the current status located next to the quote number. Remember, if you want this quote to go across a job, the status must be 'Quote Accepted'. This is automated when clients accept quotes via the link they are sent. See more under How to Send a Quote linked below.
Next Step: How to Send a Quote or Revising a Quote
Need Additional Help?
Check out our help videos below, please note we are constantly improving and updating so some things may have changed!
Check out our Workshop Video on Quoting Better & Faster.