Log Related Quotes

Introduction

Joblogic allows you to Log Related Quotes to Jobs that require more work than what was originally quoted. This manual explains the steps on how to Log Related Quotes in the back office of the Joblogic system.

Steps

1. To Log a Related Quote to a Job, start by opening the main screen of the job you wish to quote for. This will direct you to a page as shown on the screenshot below.

2. Then click the ‘Log Related Work’ drop down and select the ‘Log Related Quote’ option.

3. Selecting the ‘Log Related Quote’ option will open a Log Quote pop-up page (as shown in the screenshots below), where you can log the quote.

4. Once the initial page is completed you will be given a Quote Number and will be redirected to the main quote details page.

5. You will now be able to add your prices, notes and any other relevant information to the quote.

6. Once you have completed all the steps you can click the share drop down and choose how you would like to share the quote.

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.