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PRICE QUOTE STRUCTURE
WorkBook follows a fixed work breakdown structure:
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LEVEL | DEFINITION |
Price Quote | The price quote is broken into multiple key areas and tabs that must be populated and maintained. |
Phase | Phases are a way of grouping quote line items together. You can choose whether to show phase names and descriptions on your client facing price quote in the Print Settings. Be default price quotes must contain at least one phase. |
Line Items | Lines hold each of your quoted amounts. This is where activities, hours, hourly rates and 3rd party items are added to your quote. |
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PRICE QUOTE NAVIGATION
Price quotes can be accessed via the price tab on a job.
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