Watch: building a quotation
Swipe the screen to move between steps.
Start a quotation
Open the ticket and go to the Quotation tab. At Diagnosis submitted, select Create quotation. In the mobile app, open the ticket and start the quotation there, or use New quotation on Home.
If the technician already priced the job, the tab shows Prepared by the technician — awaiting your review. Select Review & send to open their draft. Once the office edits it, the technician can no longer change it.
Build it
- Add a line for each piece of work or part: Description, Qty and Unit price. Select Add line item for more.
- Enter any Discount, the Valid until date and Notes such as terms and exclusions.
- Check the totals. VAT at 15% and the Total update as you type.
Save or send
Super Admins, Operations Managers and Sales can send quotations.
- Save draft: the client can't see it and the ticket doesn't move. You can come back with Edit draft.
- Send to client: confirm, and the ticket moves to Quotation sent. The client can approve, reject or ask for a revision.
Revisions
Only a draft can be edited. To change a sent quotation, wait for the client's decision: at Revision requested or Quotation rejected, select Send revised quotation.
The builder opens prefilled from the last version. Sending creates a new version, such as Version 2, and the client sees the version history.
PDF and notifications
Download PDF gives a bilingual English and Arabic quotation. Drafts carry a draft watermark.
Office staff are notified when a technician submits a draft for review and when the client decides.
Tips
- Use the diagnosis's spare parts and estimated cost as your starting lines.
- Write exclusions in Notes, so a revision request doesn't turn into a dispute.
- Watch Pending quotations on the dashboard for clients who haven't answered.
Frequently asked questions
- Why can't I edit a quotation I already sent?
- Sent quotations are locked. When the client asks for changes or rejects it, send a revised quotation instead.
- Can the client see my draft?
- No. The client sees a quotation only after you select Send to client.
- Why don't I see Create quotation?
- The ticket isn't at Diagnosis submitted, a quotation already exists, or your role can't create quotations.
Still stuck?
Our team can look at your request or account with you.