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. 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. 
  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" 
  3. WorkGuru will provide the following mandatory and optional information fields as a reference for your Quote
    1. Name - If applicable to your Quote. 
    2. Description - If applicable to your Quote  
    3. Client - Select the Quotes's client, or Add Client if not in the current address book.
    4. Quote Date - This date is pre-selected to today's date
    5. Expiry Date - How long the Quote is valid for.
    6. Win/Job Date - Estimated starting date for the project if the Quote is accepted.
    7. Asset -  If this Quote is related to an asset, select it from the dropdown or add it using the Add Asset button.  Note:  this dropdown will display a list of assets that are setup in WorkGuru assigned to the selected quoted client.  (Optional)
    8. Project Group - Assign the Quote to a Project Group if it is part of a bigger tender/proposal (Optional)
    9. Add Template to Quote - Project Templates let you add a pre-defined combination of Tasks and/or Products to easily populate a Quote minimising data entry.  The steps to a setup a Project Template is here.
  4. Next step is to add the line items to build the Quote. These line items consist of a combination of Tasks and Products
    1. Adding Tasks - You can search for your tasks setup in the WorkGuru Tasks database here.  Select the relevant task (blue arrow) to add and you can further modify the following fields both shown inline in the row and expanded using the blue plus icon (red arrow).  You can add multiple tasks as required using the Add Task button.
      1. Name - Selected task name
      2. Cost - Task Cost per hour
      3. Quantity - Forecast number of hours required
      4. Sell Price - Billable price per hour.
      5. Billable - Toggle if the line item is billable or not.  Note: Non-billable (unticked) line items do not display on invoices, but the forecast and actual timesheet costs still accrues on the project if the Quote is accepted.
      6. Line Total - Billable total line item amount (Quantity x Sell Price)
      7. Description - Task description/details (Optional)
      8. Tax Type - Tax status of line item (defaults to the task setting or default sales tax mapping).
    2. Adding Products - You can search for the products setup in the WorkGuru products database, using either the SKU or the product Name.  You also have the ability to add ad-hoc line items (not in the Product database), by not selecting a database item if all the basic fields are filled out when prompted.   You can add multiple products as required using the Add Product button.
      1. SKU - Stock Keeping Unit, or product code.
      2. Name - Product name
      3. Cost - Forecast product cost
      4. Quantity - Number of products required
      5. Sell Price - Forecast product sell price
      6. Billable - Toggle if the line item is billable or not.  Note: Non-billable (unticked) line items do not display on invoices, but the forecast and actual product costs still accrues on the project.
      7. Line Total - Billable total line item amount (Quantity x Sell Price)
      8. Description - Product description/details. (Optional)
      9. Tax Type - Tax status of line item (defaults to the product setting or default sales tax mapping).
    3. You can add Project Templates to the new Quote using the Add Template to Quote button.
    4. Once the Task and Products have been added to the Quote, you can check the quote totals and forecast profitability of the project and adjust accordingly.
    5. Save vs Save and Issue:
      1. If you are going to continue to work on the quote but want to retain what you have added so far, click Save.   If you have missed any fields that are mandatory, WorkGuru will prompt you to resolve before saving.  
      2. If the Quote is complete and ready to print or email to send to the customer, click Save and Issue. Once issued, a Quote cannot be edited further unless it is revised.
    6. The new Quote is now available in the quote dashboard under the saved status.