Introduction
The Projects module enables you to manage project-based work within Joblogic, whether you're delivering smaller jobs or large-scale projects spanning multiple phases and longer timeframes.
Designed to provide greater visibility and control, the module helps you manage project budgets, track progress, monitor costs, and handle project billing through payment applications, staged payments, and retention invoices.
This guide will walk you through the process of creating a new project quote within Joblogic and explain the key information required during setup.
Logging a New Project Quote
To log a Project Quote, navigate to the ‘Projects’ dropdown on the main menu and select ‘Log Project Quote’.
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Here you can complete the information required to create your new quote.
Fields marked with a red asterisk (*) are mandatory and must be completed before the quote can be created.
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Customer & Site selection
You'll first need to select the Customer the quote is for and the Site where the project work will take place.
Note: If the selected site is associated with multiple customers, enable Show Associated Only to display only customers linked to that site. This helps you select the correct customer more easily.
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If the project will be carried out across multiple sites, you can associate additional sites with the project quote.*
Once you've selected the primary Customer and Site, select Add Sites.
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Tick the additional sites you want to include, then select Apply.
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*This feature is only available if Multiple Sites against Projects has been enabled in your Project Settings. For more information, see the Project Settings guide.
Log Project Quote from Template
Enable Log Project Quote from Template if you'd like to create the quote using a predefined template.
Selecting a template automatically populates configured fields such as Description, Project Type, Quote Trade, and other predefined values.
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Project Quote Templates can be configured via Library > Project Quote Templates. For more information, see the Project Settings guide.
Project Quote Details
Complete the remaining project quote information in the Project Quote Details section.
Fields marked with a red asterisk (*) are mandatory. All other fields are optional and can be completed as required.
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Further Support
For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com
Publishing Details
This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date stated above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings or the electronic device being used.