Creating a Quote from a Worksheet
How the worksheet create-quote popup works, including customer details, source, services, and reference fields.
Creating a quote from inside a worksheet is useful when the visit or route has uncovered extra work that still needs pricing and approval. The new quote saves and then drops back into the worksheet automatically.
Main Fields
- Customer Source: Use this if you track where the quote came from. Leave it blank if source tracking does not matter for this quote.
- Name and company fields: These identify who the quote belongs to. Fill in whichever fields match the way the customer record should be represented.
- Address fields: Address Line 1 is required because the quote needs a real site address before it can be saved from this popup.
- Contact details: You must save at least one of phone, mobile, or email. Website stays optional.
- Reference: Add one if your team uses quote references manually.
- Services: At least one service is required before the quote can be created from this popup.
Why Services Matter
The selected services are what make the quote useful later. They feed into pricing, sending, and the quick-process flow once the quote is sitting on the worksheet. A quote without services is blocked here because it would immediately need extra fixing afterwards.
After Save
The new quote is attached back to the worksheet so you can keep processing it inside the same worksheet flow. That is especially helpful if the worksheet is already being used as the team’s live work pack.
Related articles
- Adding Quotes: Use this when the quote already exists and only needs attaching.
- Quote Quick-Process from a Worksheet: The likely next step once the quote has been created and is on the worksheet.
- Creating a Quote: The full create-quote flow outside the worksheet shortcut.
- Submit Options: Important because unsent quote items affect worksheet submission.