JobBOSS | Ideas

Quote quick check

I would love the ability to be able to "quick check" a created quote before sending to a customer to tell me if the quote has or hasn't got any information in the price line for materials or services/ out work or hours/time for routings.

Currently we have to go through every line item on the quote, open the (part summary) button and go through each, assembly and sub assembly, looking for mainly in particular the red line where a price or hours are missing and repeat for each line item on the quote. Would it be possible to have a button to search the whole quote, with all line items included and bring up a new window to display all these (red) values that haven't been put in, that way we don't have to go through each line item and its sub assemblies, It's rather time consuming.

I guess it would be maybe similar to the materials availability check button where it let you know things that might not be correct.

If there is anything already out there, I'd love to know, as it would hugely speed up my time when quoting.

  • Robert Lamont
  • Dec 21 2020
  • Already exists
  • Jan 6, 2021

    Admin response

    Thank you, Robert, for submitting your idea. May we suggest you try to use KnowledgeSync to create an event that would tell you when you have included a blank line (or other criteria) in a quote. This should surface all the missing information.

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