WorkGuru allows you to add Quotes to the system via two methods, either via the Quote DashBoard or under the "Sales" on the left hand menu.
1.1 To create a Quote, start by selecting the "Sales" tab on the menu and then select "New Quote" from the drop down as pictured below.
1.2 Alternatively, to add a Quote via the Quotes Dashboard, you will again need to start by selecting the "Sales" Tab on the menu. After you have selected the Sales tab, you will be able to access the Quotes Dashboard by selecting Quotes.
Once the Quotes Dashboard has loaded, simply select "Add a Quote"
Via either method of adding a new quote, you will now be able to start preparing your Quote.
WorkGuru will provide the following mandatory and optional information fields as a reference for your Quote.
2.1 Name - If applicable to your Quote.
2.2 Description - If applicable to your Quote
2.3.1 Client - Select from Clients already entered into Work Guru OR
2.3.2 Add a New Client - Select the Tab and enter the details of a client not currently in the system
2.4 Quote Date - This date is pre-selected to today's date
2.5 Expiry Date - If applicable to your Quote
2.6 Expected Job Date - If applicable to your Quote
2.7 Asset - If applicable to your Quote.
2.8 Project group - If applicable to your Quote
2.9 Add Template to Quote - Select a previously created template (See Templates)
3.0 Tasks - Enter both billable and non-billable tasks here. Select "billable" if the task is to be shown on the quote or leave blank to capture the cost of a task on a quote, but not charge the client for it.
4.0 Products - Here you can you add the products or materials that need to be added to your Quote. Similar to Tasks, you can select "billable" if the product is to be shown on the quote or leave blank to capture the cost of a material/product on a quote, but not charge the client for that item.