Quote Task
Quote tasks are organization units to break the work into individual sections.
Attributes
Labour
Selecting a trade will populate the rate fields automatically but rates can be set manually for the quotation.
- Trade - Trade required for task.
- Regular Hours - Hours of regular time for trade.
- Regular Rate - Charged rate for regular time.
- Overtime Hours - Hours of overtime time for trade.
- Overtime Rate - Charged rate for overtime time.
- Holiday Hours - Hours of holiday time for trade.
- Holiday Rate - Charged rate for holiday time.
Equipment
Selecting a piece of equipment will populate the rate fields automatically but rates can be set manually for the quotation.
- Equipment - Equipment required for task.
- Quantity - Quantity of equipment for trade.
- Rate - Charged rate for equipment.
Material
Selecting a piece of material will populate the rate fields automatically but rates can be set manually for the quotation.
- Material - Material required for task.
- Quantity - Quantity of material for trade.
- Rate - Charged rate for material.
Employee Access
| Employee | List View | Detail View | Create New | Edit Existing | Delete | Accessible Quote Tasks |
|---|---|---|---|---|---|---|
| Administrator | Yes | Yes | Yes | Until Submitted | Until Submitted | Tasks of all quotes belonging to company |
| Head Office Manager | Yes | Yes | Yes | Until Submitted | Until Submitted | Tasks of all quotes belonging to company |
| Head Office Administrator | Yes | Yes | Yes | Until Submitted | Until Submitted | Tasks of all quotes belonging to company |
| Branch Office Manager | Yes | Yes | Yes | Until Submitted | Until Submitted | Tasks of all quotes belonging to users assigned branch |
| Branch Office Administrator | Yes | Yes | Yes | Until Submitted | Until Submitted | Tasks of all quotes belonging to users assigned branch |
| Employee | Sales Only | Sales Only | Sales Only | Sales Only Until Submitted | Sales Only Until Submitted | Sales Only - Tasks of all quotes belonging to users assigned branch, Standard - Tasks of all approved quotes belonging to users assigned branch |
*Please see the Special Trades for further details on sales permitted employees.
Once a quote has been submitted it becomes locked and changes are no longer allowed.
Client Access
| Client | List View | Detail View | Create New | Edit Existing | Delete | Accessible Quote Tasks |
|---|---|---|---|---|---|---|
| Customer Manager | No | No | No | No | Tasks of all submitted, approved or not approved quotes belonging to customer | |
| Customer Operator | No | No | No | No | Tasks of all submitted, approved or not approved quotes belonging to customer | |
| Area Manager | No | No | No | No | Tasks of all submitted, approved or not approved quotes belonging to locations of users permitted areas | |
| Area Operator | No | No | No | No | Tasks of all submitted, approved or not approved quotes belonging to locations of users permitted areas | |
| Location Manager | No | No | No | No | Tasks of all submitted, approved or not approved quotes belonging to locations of users permitted locations | |
| Location Operator | No | No | No | No | Tasks of all submitted, approved or not approved quotes belonging to locations of users permitted locations |
Details
In addition to viewing the details of the quote task the view also allows for inline editing of the task.