Introduction
Joblogic allows you to create and manage quotes for customers and sites directly within the system. Quotes can be logged from several areas, including the Customer section, Site section, or directly from the left-hand navigation menu, giving you flexibility to create a quote from wherever you are working.
This guide explains how to log a new quote in Joblogic and how to complete the quote details.
Further guidance is available for managing quotes through the subsequent stages of the quoting process.
Logging a Quote from Log Quotes page
Start by selecting the Log Quote button from the Quotes dropdown menu in the left navigation pane.
.png)
On the Log Quote page, select the Customer and Site you want to create the quote for.
If you are creating a quote for a new customer or site, you can add these using the green + buttons next to the relevant fields.
If you have associated customers configured, you can select the site first and then enable Show Associated Only.
The Customer dropdown will then display only the customers associated with the selected site.
Alternatively, you can log the quote from a template, or log from a recent quote. There are further guides on these options if required.
Complete the remaining Quote Details, then click Save.
A system-generated Quote Reference will be assigned to the quote, and you will be taken to the main quote details page.
From here, click Edit to add further details or make changes to the quote. You can add or manage information such as Prices, Contacts, Assets and Notes using the relevant tabs at the top of the page.
Adding Prices to a Quote
To add pricing to your quote, select the Prices tab.
Click the green + button to add a line for the relevant area, such as Labour or Materials.
Enter the required pricing and description details, then click Save.
Adding a Global Discount
To apply a discount across the quote, click the Global Discount button at the bottom of the page, within the Totals section.
You can choose whether the discount is applied:
- Before VAT – applies the discount to the total excluding VAT.
- After VAT – applies the discount to the total including VAT.
The discount can be entered as either an amount or percentage.
Enter the required details and click Save.
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 specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.