WorkQuotes
Quote Detail View
How the quote detail view is organised, including actions, tabs, services, pricing, images, and related jobs.
The quote detail view is where the whole quote comes together. It shows the pricing, dates, customer details, images, and the action buttons that move the quote from open work into confirmed jobs.
Action Bar
- Delete: Only appears when the quote is still in a deletable state, such as received, pending, or declined.
- Decline Quote: Appears on sent quotes and closes the quote off without turning it into work.
- Print: Generates a quote PDF from the current record.
- Send Quote: Sends the quote to the customer by email or text, with a link to see it in full and accept or decline it online. If a service is still missing its price, the price popup opens first. Once the quote has been sent the button reads Send Again, and sends the same link again.
- Mark as Sent: For a quote you have handed over yourself, such as a printed copy. It only changes the status to Sent and sends nothing.
- Confirm Quote: Appears when the quote has already been sent and is ready to become customer and job records.
- Edit and Go To: Edit changes with the current tab. On the customer tab, Go To jumps into the linked customer record after confirmation.
Details Tab
- Dates: Due Date, Sent Date, Confirmed Date, and Created Date are all shown together so you can see the full life of the quote at a glance.
- Status: The badge tells you whether the quote is received, pending, sent, confirmed, or declined. When the customer answered through the quote link, it also says so, such as Accepted online on 15/10/2026.
- Waiting to be confirmed: If a customer accepts online when your plan has no room for more jobs, the quote stays Sent with a note at the top. Make room, then use Confirm Quote to add their jobs.
- Customer sections: Customer Source, Customer Information, Address, and Contact Information stay on the details tab until the quote is confirmed and a dedicated customer tab becomes available.
- Services: Every quoted service is shown as a badge, along with the saved price breakdown for that service.
- Images: Attached images appear as thumbnails. Click any image to open the image viewer popup.
- Related Jobs: After confirmation, job buttons appear so you can jump into the jobs created from the quote.
- Pricing: The detail view shows subtotal, VAT, and total. If the quote does not have stored totals yet, Work Planner falls back to the service pricing totals.
Extra Tabs After Confirmation
- Job(s) tab: Appears once the quote is confirmed and related jobs exist. This tab shows the jobs table for the jobs created from the quote.
- Customer tab: Appears when the confirmed quote has a linked customer record. It shows the customer information that now sits behind the confirmed work.
- Why the extra tabs matter: Once the quote becomes live work, the detail view turns into a bridge between the original quote, the created jobs, and the created or matched customer.
Related articles
- Editing a Quote: Use this when something on the quote still needs changing.
- Submitting a Quote: Covers the send popup and what changes when a quote moves to sent.
- Confirming a Quote: Explains the confirmation step and what records are created.
- Accepting a Quote Online: What your customer sees when they open the quote link.
- Image Viewer Popup: Covers the full-size preview opened from quote images.