Quotes - Request for Quote Part 2

OVERVIEW: Adding a new RFQ /Job is broken down into 2 parts

1st Part: The initial request, job and client details etc. This should take no longer than 5 - 10 minutes to complete, all dependant on how much information you have at the time of the initial request.

2nd Part:  Adding descriptions, charges, scope etc to build your quote that is to be sent to your client

PART 2: 

1. In the Latest Jobs Page - You will see your RFQ you have just entered in the 1st Part of entering a quote

2. Right Click and a menu will appear. Click on Edit QUOTE

(THE NUMBERS RELATE TO AREAS IN THE PICTURE BELOW )

1: Takes you back to all your quotes 

2: Help button

3: Edit Job, Takes you back to Part 1 of your quote request

4: Shows preview of what quote will look like before being sent to Client

5: Views the JobPack

6: Import Phases - Advanced setting. Most won't have this

7: The Green pencil enables you to edit the description of your phase and enter other useful information. The red X will delete entire phase. The double squares will duplicate the phase

8: To add another phase

9: This is to add your financial charges like Labour and hire etc (Note: Once you have added a product a blue Edit button will appear to enable edit of charges and red X to delete if required)

10: To add scope and terms