Assets allow you to create a quote or project directly from their information. This allows an asset to be the start of the project/invoice workflow.
- Open the assets dashboard from the WorkGuru menu. Menu -> Assets
- From the asset dashboard click on the Actions button next to the asset you would like to raise a quote or project.
- Click on New Quote or New Project to create the respective transactions.
- The next page will display a new quote or project page, pre-filled with the relevant information from the asset, ready to enter the rest of the data as per any new quote or project.
- The new quote or project will then display in the asset details page in the Future Work and Invoices tab respectively.