Editing 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
Overview
This 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 this
Use this article when an existing record needs to be updated and you want to understand which settings are safe to change and which ones affect downstream work.
How it fits into the flow
Editing a quote sits within Work / Quotes. It is designed to work alongside related articles such as Confirming a quote, Creating a quote, Image viewer modal, so users can move through the workflow without relying on one giant reference page.
Main actions
- Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
- Review any required fields before saving so the record is created or updated cleanly.
- Use the surrounding actions to return to the list or continue the workflow once the form is saved.
- Common on-screen actions include Find Address.
Important fields
- Reference: Look for input such as “Optional reference”.
- Customer Source: Look for input such as “Select customer source”.
- Services: Look for input such as “Select services”.
- 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.
- Title: Choose the option that best matches the current record.
- First Name: Look for input such as “First name”.
- Last Name: Look for input such as “Last name”.
- Company: Look for input such as “Company name”.
- Address Line 1: Look for input such as “Address line 1”.