When you create a quote, you'll be automatically taken from the Leads Module to the Schedule Module. Don't worry, your work is saved. If you need to pause and return later, simply go to the Schedule Module and click on the "Pending Quotes" tab. You can use filters to find your quote by client name, contact number, email address, company name, etc.
Familiarizing Yourself with the Page: As you scroll through the Quote page, you'll find various sections that are either view-only, editable, or allow you to add additional actions or information to your quote.
Adding Information to Your Quote:
Details Section:
Scroll to the details section within the quote.
Add details to your quotation in the provided editable fields.
Save your progress once you complete this section.
Provide a short job description.
Select job category, alternative address, quote date, and expiration date.
Choose payment terms, reference numbers, mileage, and additional terms.
Options to send as PDF, attach files, bill technician, mark as paid.
Order Section:
In this section, add your line items to your quotation.
If a line item isn't available, it may need to be created first, which requires specific permissions.
Once all items/services are added, your quote is ready to send.
Use toggles to adjust the position of line items.
Add items by clicking the blue PLUS button.
Blue buttons under each item allow for comments, editing, or removal.
Sending Your Quote:
The system allows you to send the quote directly, with visibility of the sent date, time, and user.
You can also generate/print the quotation and send it as an email attachment.
Multiple options are available to suit your business process flow.
Scroll to the bottom or top of the page to click "PREVIEW Quote."
If satisfied, click "send" to send the quote to your client for approval or rejection.
Uploading Documents:
If you need to attach documents to your quote for client reference, use the document uploader.
Note: The screen layout and functionality remain the same whether you're working on a quote, job card, or invoice.
Important Information
Automatic Progression: If you start the process with a quote in Briskflow and the quote gets accepted, it will automatically move to job card status. The progression will flow through the tabs based on the actions taken by you and your client. Once your team completes the job, it will move to the invoice stage. If the job needs to be credited, it will advance to the credit note tab. The tabs in the Schedule Module work systematically, reflecting the current status of your quote, job card, or invoice.
Starting with a Job Card or Invoice:
If you begin with a job card, the flow will proceed to invoicing after the job is completed.
If you start with invoicing, the process will continue until it is finalized in Sage.
This structured flow ensures that each stage of your client interaction and job completion is tracked and managed efficiently within Briskflow.