How to create or update a quote from a design

Name: Arkon One: How to create or update a quote from a design
Duration: 56 s
Description: How to create or update a quote from a design. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How does a job get created from a quote →

How to create or update a quote from a design. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Link the design to a customer or job (see the linking entry).
On the design Overview press Create quote (or open Hand-off → Quote). Roles: Owner / Administrator, Office Manager, Sales & Estimating, Engineer.
You are taken to the new quote in Quotes. It contains priced rental lines (BOM × rental periods of 28 days, at the customer's price list), sale lines for consumables, a labour line from the labour estimate and transport loads each way.

Tip

Pressing Update quote later replaces the design lines in a Draft quote; if the quote was already sent or answered, a new quote revision is created instead. Lines you added by hand are kept. Without a customer you get "Link the design to a customer or job first."

← How to find quotes, filter the list or export it How does a job get created from a quote →