WorkWorksheets
Adding Quotes
How to add quote items to an existing worksheet and what those quote items are used for later.
Quotes can be added to a worksheet when the worksheet needs to carry quote work alongside booked jobs. That is useful for site visits, sales follow-up, or routes where quotes are being priced and processed in the same operational run.
Inside the Selector Popup
- Search: Search the quote list instead of scrolling, especially when you only remember the customer name or the quote reference.
- Multiple selection: More than one quote can be added in the same step.
- Create option: If the quote does not exist yet, the selector can launch the create-quote flow and bring the new quote back into the worksheet afterwards.
How Quote Items Behave
- Quote status matters: Quotes that are not yet sent are treated as unfinished worksheet items at submission time.
- Quick processing stays available: Once the quote is on the worksheet, you can open the worksheet-specific quick-process popup from the item itself.
- Quotes are not job completions: Quote items follow quote processing rules, not completion and payment rules.
Related articles
- Quote Quick-Process from a Worksheet: Explains what to do with quote items after they are on the worksheet.
- Creating a Quote from a Worksheet: Use this when the quote does not exist yet.
- Submit Options: Important because unfinished quotes change what happens when the worksheet is submitted.
- Quotes List: Useful if you need to review or edit the quote outside the worksheet flow.