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A quotation, also known as an estimate, is a formal document provided to a customer that details the expected costs for a specific service or project. It includes a breakdown of services, materials, labor, and any additional expenses. As a preliminary agreement, a quotation helps set clear expectations for the scope of work and associated costs.
Navigation: Accounting -> Quotes -> + New (Quote)
  1. Click the “Accounting” module from the left navigation menu and select “Quotes.”
  1. Click “+ New Quote” to create a new quote.
  1. Select either “Customer ”, ” Organization”, or “Property” to associate with the quotation.
  2. Click ”+ Add” to associate the various modules.
    NewYou can now associate multiple assets with a quote.
  3. A side panel will appear. Select the required module and click the “Proceed” button.
  4. The billing and service contact details are automatically populated based on the selected customer or organization.
  5. Fill in the mandatory fields in the Quote Details section:
  • Quote Date
  • Expiry Date
  • Quote Template
    Note: The Quote Sold By field allows you to assign an internal user responsible for the quote. This user is the sales representative or team member handling follow-ups and closing the deal. It helps to track ownership, filter quotes by user, and measure individual sales performance. If it is not assigned manually, the quote is automatically assigned to the user who created it.
  1. Click ”+ Add” in the Parts & Services section and select an option to add parts, products, or services to the quotation, such as Line Item, Bundle, Header, Item Group, or Custom Line Item.
    If Mandate asset association to line items is enabled in the Settings and your quote includes one or more assets, ensure every line item has an asset selected. Otherwise, you won’t be able to save the quote.
When you add a non-billable item directly to a quote, its cost is included in the total, ensuring proper tracking. However, if a non-billable item is part of a transaction (such as a job or contract) and that document is later converted into a quote, the item will not appear on the invoice. This is because non-billable items are excluded from the billable total.
After adding parts, products, and services, you can edit or update the Markup value and its discount by following these steps:
  1. Locate the line item in the list of added parts, products, or services.
  2. Click the context menu (three-dot ellipsis) next to the item you want to update.
  3. Choose the Edit option. An Edit Line Item pop-up will open.
Quotes 5
  • Adjust the markup type to Flat (+), Percentage (%), or Multiplier (x) based on your requirement and enter the desired value for the selected markup condition.
  • Edit the discount as either a percentage (%) or a fixed amount (USD) and enter the desired value in the Discount field.
  1. Click Update Line Item to apply the changes.
  1. If Track Serial Number is enabled and Mandate Serial No is turned on in Settings, you must need to enter a serial number before proceeding.
  2. After adding parts and services to the quote, transactional discounts and global taxes will be applied.
Notes:
  • If a line item includes a custom tax, transactional discounts, and global taxes cannot be applied.
  • Transactional-level discounts apply only when all parts and services in the quote are either fully taxable or fully non-taxable.
  1. Adjust the margin percentage to instantly recalculate markup % and the total selling price for all line items.
  2. Enter the details for any custom fields configured in the settings.
  3. Click ”+ Add Attachments” to upload any quotation-related files.
  4. Click ” Save as Draft” to temporarily save the quotation. In the confirmation pop-up, click ” Save as Draft” again to confirm.
  1. The quotation is created successfully.
Quotations are sent to customers for their review and acceptance before the job begins. Once the customer accepts the quotation, technicians can proceed with the services or replacement of parts listed in the document.