WorkWorksheets
Quote Quick-Process from a Worksheet
How the worksheet version of quote quick-process works, including service pricing, save-and-next navigation, and the worksheet-specific limits on confirmation.
The worksheet quick-process popup is the fastest way to tidy up quote items while you are already working through a worksheet. It gives you the quote summary, lets you sort out services and prices, and then moves you through the next quote item without sending you away from the worksheet.
Quote Summary
- Status: Tells you straight away whether the quote is still received or pending, already sent, or already finished.
- Customer: Confirms who the quote belongs to before you make changes.
- Jobs: Shows whether there are already linked jobs behind the quote.
- Due Date and Current Total: Gives you the headline commercial picture before you change services or pricing.
If the Quote Is Still Received or Pending
- Select Services: Use this to attach the services that should appear on the quote. At least one service is needed before the quote can be sent from this popup.
- Pricing Type: Each service can stay as Standard or switch to Hourly Per Person.
- Price fields: Enter the service price directly, or for hourly pricing fill in the duration and people fields so the quote total reflects the real expected work.
- Remove: Take a service off the quote if it should not be part of the final quote being sent.
Worksheet Navigation Buttons
- Save & Previous / Save & Next: These appear when the current quote still needs saving and there is another quote item before or after it on the worksheet.
- Previous / Next: If the quote is already sent and does not need saving, the popup becomes a quicker review step and the buttons simply move you through the worksheet quote items.
- Done or Save: The final button label changes depending on whether there is another quote item to move to.
What Is Different on a Worksheet
- Confirmation is disabled here: The worksheet version of quick-process does not offer Confirm Quote. It is focused on getting the quote ready and moving you through the worksheet, not finishing the full quote-to-job conversion in this popup.
- Sent quotes can still be reviewed: Once a quote is already sent, you can use the popup to review the summary and move through the worksheet, but not confirm it here.
- Status updates flow back to the worksheet item: When you save and send a quote from this popup, the worksheet quote item updates so the worksheet reflects the new quote status straight away.
Related articles
- Adding Quotes: Useful when the quote first needs attaching to the worksheet.
- Creating a Quote from a Worksheet: The matching flow when the quote does not exist yet.
- Submit Options: Important because unfinished quote items can block a clean worksheet submission.
- Quote Quick-Process Popup: Shows the broader quick-process flow where confirmation is available outside the worksheet-specific version.