Quote Sheet

The Quote Sheet report option is a quick solution to print the cost breakdown of a Work Order to print or send to customers. To access the Quote sheet, click on the drop down menu next to print on a desired Work Order and select Quote Sheet Report.

Within the Quote Sheet Report Options window, the Price per Unit will be set to the default price set by the connected ERP, however, these prices can be changed in this window. Users can also add any additional emails for the report to be sent. Click Confirm to continue.

Once the Quote Sheet Report has been submitted, the finished report will appear in the Notification Center in the upper right corner of the browser window. Click on Notifications, select the new Quote Sheet Report, then click on PDF to download the report

Example Quote Sheet

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