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
- Navigate: When the quote has an address, a Navigate button at the top of the popup opens directions to it in Google Maps, Apple Maps or Waze. See Navigating to Worksheet Jobs.
- 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.
- Nothing is sent to the customer here: Saving the prices on a worksheet marks the quote as sent but doesn’t email or text it. To send the customer the quote with its link to accept it online, use Send Again on the quote afterwards.
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.
- Navigating to Worksheet Jobs: Getting directions to the quote visit and coming back to it afterwards.