Quick-processing a quote from the planner
OverviewThis article explains when to use quick-processing a quote from the planner, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the
Overview
This article explains when to use quick-processing a quote from the planner, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Quick-processing a quote from the planner sits within Work / Planner. It is designed to work alongside related articles such as Adding planner items to a worksheet, Completing a job from the planner, Opening job details from the planner, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Add to Worksheet, Update Date, Cancel, Select Services, Remove.
Important fields
- Content: Look for input such as “Enter note content...”.
- Mark as important: Turn this option on only when it applies to the current workflow.
- New Due Date: The next due date will be automatically recalculated based on each job's schedule settings.
- Pricing Type: Choose the option that best matches the current record.
- Duration (Hours): Complete this value carefully before you save.
- Duration (Minutes): Complete this value carefully before you save.
- People: Complete this value carefully before you save.