Accept Quote

Create Job
Create the new Job so you can accept the quote.


We want a Header/SubJob relationship so create the subjobs. We will have each of the subjobs on a Cost Sheet.
In this example 4




Charge Types
To streamline the set up make sure that the charge types are correct on the Job Templates for the Header and Sub Job.
The Billing Type and Billing Consolidation on the Charge Types should be:-
Header Job

Sub Job


Maintain the Job Names

Go back into the Quote and enter the subjobs against each of the Cost Sheets.


Choose the relevant subjob per Cost Sheet.


Accept Quote.

Create Estimate