Back to documentation
WorkQuotes1 min read

Quote 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

Work Planner Documentation11 April 2026

Overview

This 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 this

Use this article when you need a read-first view of the current record before editing it, communicating from it, or continuing the workflow.

How it fits into the flow

Quote details sits within Work / Quotes. It is designed to work alongside related articles such as Confirming a quote, Creating a quote, Editing a quote, so users can move through the workflow without relying on one giant reference page.

Main actions

  • Review the current values, linked records, and status information shown on the page.
  • Use the available actions to move into edit, communication, confirmation, or follow-up steps.
  • Treat this view as the main reference point before taking a more focused action elsewhere in the feature.
  • Common on-screen actions include Delete, Decline Quote, Print, Send Quote, Confirm Quote.

Important fields

  • 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.

Related articles

1 October 2026 • 6 min read

Increase Prices Popup

Put prices up for selected jobs from a date you choose, check every job's old and new price, and let customers know by email, text or a printed letter.

Read article
1 October 2026 • 3 min read

Navigating to Worksheet Jobs

How Navigate hands a job's address to Google Maps, Apple Maps or Waze, and how Work Planner brings the job back when you return.

Read article
1 October 2026 • 8 min read

Worksheet Route Popup

How the Route popup shows the stops still to do on a map with arrival times, and how to put them in a better order with Optimise Order, by dragging them, and by locking stops in place.

Read article