Price Quotes > Create a Price Quote

In WorkBook a price quote is created via the jobs module when a quote or estimate is required for a client. The price quote breakdown structure is fixed and must contain at least one phase.

CREATE A PRICE QUOTE

• In the jobs list > select the job

• Click on the price icon in the left-hand navigation

Open

• Click create new button

• Copy from: nothing

• Click ok

Open

ADD INTRODUCTORY OR FINAL COMMENT TEXT

• You can add introduction or final comment text to your price quote via the header tab

ADD OR AMEND PHASES

• To add or amend phases go to the phases tab

• WorkBook always creates a default phase upon creating a new price quote. If required, amend the name and description text

• Click on add new icon to add a new phase, then enter the name and description

ADD TIME-BASED ITEMS

• To build out your quote and add time-based items, go to the lines tab

• In the activity column, select the appropriate time-based activity from the dropdown list or enter the activity number to refine the list

• If required, amend the activity text (this is the text that will be printed onto your price quote, if you choose to show it)

• Add the number of hours in the hours column and the amount will update according to the activity’s hourly rate

ADD THIRD PARTY COSTS

• To add in third party items (purchases), go to the lines tab

• In the activity column, select the appropriate third party activity

• If required, amend the activity text (this is the text that will be printed on to your price quote, if you choose to show it)

• Add the cost to your business (ex GST) in the purchases column

  • Enter the % mark-up in the profit margin column, i.e. 15% is entered as 1.15, or

  • Enter the $ value mark-up to the extra column.