Quotes

Quotes are an important part of running a business. Using JobsPlus, you can create quotes quickly and easily, and compare labour, materials and other associated costs against the actual items used for the job.

You can enter limited or detailed information into a quote. The Quote section in JobsPlus allows you to:

View all quotes created, or just open or closed quotes
Track the progress of a quote from a new quote to being won/lost
Track your success rate with winning a quote
Log key dates for the quote eg quote due date
Enter details (eg address, contact details etc) for both the client and the site where the work will be done
Record any additional information with our user defined fields
Enter individual lines of material and labour to a quote
Apply markup margins to parts
Apply discounts to parts or labour or both
Override the calculated quote price with a price of your choosing
Recalculate a quote if the price of labour or material changes
Win a quote with 1 click
Create multi-component quotes with the ability to win all or only some of the components
Attach electronic files to a specific quote eg drawings, emails etc
Create quote templates for standard work
Present your quote letter in different formats
Copy quotes partially or in their entirety
Schedule a quote
Measure actual job performance against the original quote