Quote Screen Extras Tab 1 Job Number Clicking ' Assign JN ' at this stage will generate a Job Number for the quote, which will automatically carry over once the quote is approved and converted into a actual job. 2 Completion Date This is the date that you are expected to be able to complete this Job 3 Asset Item 4 Customer Status 5 Assembly “ Assembly ” refers to an internal process where components or materials are prepared, combined, or staged before installation or delivery. It’s not billed separately to the customer but contributes to your overall job cost. 6 Charge Up (SC) Charge Up (SC)” means the customer is billed for actual time and materials used, including any extras beyond the initial scope. Charge Up allows you to invoice for additional costs incurred during the job. 7 Prepaid (Cost to Company) "Prepaid ” refers to the quoted amount for the job, the fixed charge agreed to by the customer. You can’t invoice beyond this amount, so any extra time, materials, or costs that exceed the quote become your internal expense, or ‘ Cost to Company (CTC) 8 Assign JN Clicking ' Assign JN ' at this stage will generate a Job Number for the quote, which will automatically carry over once the quote is approved and converted into a actual job. 9 Long Description Here you can write a description of the job being done. 10 Print Custom Fields 11 Manage Qty on Job 12 Exclude from Reports 13 Quote Total Description 14 Sales Lead If this quote originated from a tracked Sales Lead , the associated Sales Lead number will be displayed here. Updating the Probability percentage will automatically sync the change with the corresponding Sales Lead. 15 Sales Lead Follow up Date   Updating the Follow up the system will automatically sync the change with the corresponding Sales Lead follow up date. 16 Quote Estimate 17 Probability If this quote originated from a tracked Sales Lead , the associated Sales Lead number will be displayed here. Updating the Probability percentage will automatically sync the change with the corresponding Sales Lead. 18 Paging If your line items span multiple pages and require navigation using the page up/down arrows, clicking the Paging Box will disable paging, allowing you to scroll through all items in a continuous view. 19 Dimension 20 Show/Hide Link Tab 1 Customer Link Customer Link: Use this tab when completing work on behalf of another company. If you're quoting for a client of one of your customers, you can link that end client here. When the quote is sent, your customer will see which of their clients the quote relates to. 2 Address Type 3-6 Address line 1-4 7 Address code 8 Deposit Paid If a customer has paid a deposit, this can be added to the quote and taken off of the total cost of the job. 9 Deposit Amount 10 Deposit Date 11 Paging If your line items span multiple pages and require navigation using the page up/down arrows, clicking the Paging Box will disable paging, allowing you to scroll through all items in a continuous view. 12 Dimension 13 Show/Hide Shipping Tab 1 Shipping Method 2 Shipping Date 3 Send Email 4 Shipping Location  5 Internal Delivery  6 Delivery Company 7 Tracking Number 8 Frozen 9 Paging If your line items span multiple pages and require navigation using the page up/down arrows, clicking the Paging Box will disable paging, allowing you to scroll through all items in a continuous view. 10 Dimension 11 Show/Hide Action Tab 1 Stock Type 2 Update Value 3 Rounding 4 Rounding 5 Mark-Up % 6 Set Mark-Up % 7 Remove Lines 8 Zero Sell, Price 9 Incl. Cost on Reports 10 Attach Specs to Email 11 Set to Supplier Costs 12 Update Labour Cost 13 Set to System cost 14 Set Sell Price 15 Paging If your line items span multiple pages and require navigation using the page up/down arrows, clicking the Paging Box will disable paging, allowing you to scroll through all items in a continuous view. 16 Dimension 17 Show/Hide   Docs Tab This tab provides instant access to upload documents in any format (PDF, Word, Excel, etc.) or retrieve relevant files previously attached to this quote.