Quote-to-Job Conversion Choices
How the separate-job and combined-job confirmation choices change the jobs created from a quote.
Read articleQuotes help
Help for Quotes in Work Planner.
Articles
Image Viewer Popup
How the quote image viewer popup works and when to use it instead of relying on thumbnails.
Read articleQuick-Process Popup
How the quote quick-process popup works when you need to send, confirm, or decline a quote without opening the full detail view.
Read articleConfirming a Quote
How quote confirmation works, including customer creation or matching, job creation, status changes, and linked records.
Read articleSubmitting a Quote
How the Send Quote step works, including final service pricing, status changes, and what opens up after the quote is sent.
Read articleQuote Images
How quote images are uploaded, reviewed, deleted, and copied into jobs after confirmation.
Read articleQuote Scheduling
How due dates and recurring schedule fields work on quotes and what carries through when the quote becomes a job.
Read articleQuote Service Pricing
How service pricing works on quotes, including fixed pricing, hourly pricing, and how totals feed into confirmation.
Read articleQuote Detail View
How the quote detail view is organised, including actions, tabs, services, pricing, images, and related jobs.
Read articleEditing a Quote
How quote editing works, including status limits, service changes, schedule changes, and image management.
Read articleCreating a Quote
How to create a manual quote, including services, pricing, address details, scheduling, and images.
Read articleImage viewer modal
OverviewThis article explains when to use image viewer modal, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Read articleQuick-process modal
OverviewThis article explains when to use quick-process modal, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as par
Read articleConfirming a quote
OverviewThis article explains when to use confirming a quote, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Read articleSubmitting a quote
OverviewThis article explains when to use submitting a quote, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Read articleQuote images
OverviewThis article explains when to use quote images, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a
Read articleQuote scheduling
OverviewThis article explains when to use quote scheduling, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part o
Read articleService pricing on quotes
OverviewThis article explains when to use service pricing on quotes, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears
Read articleQuote details
OverviewThis article explains what users can review and do from quote details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first view of the
Read articleEditing a quote
OverviewThis article explains how to use editing a quote in Work Planner, including the main fields that shape how the quotes record behaves once it is saved.When to use thisUse this article when an existing record needs
Read articleCreating a quote
OverviewThis article explains how to use creating a quote in Work Planner, including the main fields that shape how the quotes record behaves once it is saved.When to use thisUse this article when you are adding somethin
Read articleQuotes list
OverviewThis article explains how to use quotes list in the quotes area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you need to find
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