Price Quotes > Create a Price Quote from a 'Schedule'

Price quotes in WorkBook can be created in a number of ways, a popular method that many agencies use is to copy the job schedule to a price quote.

For more information on how to create a job schedule, please see Create a Schedule

COPY SCHEDULE TO PRICE QUOTE

• In the jobs list > select the job

• Click on the price icon

Open

• Click create new button

• In the create new price quote pop-up box

  • enter a Title

  • in the Copy from field select schedule current job

• Click ok

Open

• Select the following:

  • (1) the schedule you wish to copy

  • (2) the copy method according to the level of detail you need to see on the quote and that will best meet the client’s needs

  • (3) uncheck any items from the schedule that you do not want to include on the price quote, i.e. internal tasks

  • (4) any additional configurations

• Click ok

• The schedule will then be copied into the price quote, go to the Lines tab to review the quote

• From here you can add more line items as necessary, i.e. purchases, discounts, or adjustments

• Refer to Price Quotes > Create a Price Quote for instructions to complete your price quote

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