Project phases can be used to enhance your quote workflow by grouping tasks and/or costs together into a phase to display on a quote document template.  A phase can be any unit of work such as a floor, room or a progress milestone. 

Phases are created from the quote details page when either creating or editing a quote.

Enter the phase name into the Project Phases field.  Once entered, select the value from the drop-down.  Note: It is recommended that phases do not contain spaces.  WorkGuru will concatenate phases with spaces automatically.

The phases can then be assigned to task lines in the quote:

And also product lines:

This will group allocated task and/or product lines together by phase. You can then customise your quote document templates to display the phases either by summary or detail.