Quotes

Introduction

A quote is a proposal that details work you hope to complete for a customer.

When you add a quote, you can add price book items to the quote.

Prerequisites

To use Quotes, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Step-by-Step Guides

With quotes, you can:

Add a Quote

You can add a quote in either FieldFX Back Office or FieldFX Mobile.

FieldFX Back Office

  1. Open the Quotes tab.

  2. Click New.

  3. In Record Type, select a quote type.

  4. Click Continue.

  5. Enter details and click Save.

  6. Add quote items.

FieldFX Mobile

  1. Select Quotes on the sidebar.

  2. Select Add.

    Blue add button

  3. Select a quote type.

  4. Enter details and then select Add.

  5. Add quote items.

    Green add button

Complete a Quote

To complete a quote:

  1. Add a quote.

  2. To add price book items to the quote, use the Quote Item Wizard.

  3. Convert the quote into a job.

  4. Add a ticket.

  5. To add quote items to the ticket, use the Ticket item Builder or Ticket Item Wizard.

    Ticket Item Builder has been deprecated. Configure FX Item Picker Lightning Component Options for adding Ticket Items in Back Office.

Convert a Quote into a Job

You can convert a quote into a job from either FieldFX Back Office or FieldFX Mobile.

FieldFX Back Office

  1. Open the Quotes tab.

  2. Open the quote.

  3. Click Create Job.

    The Jobs page displays.

  4. In Name, enter a job name.

  5. Enter details and click Save.

FieldFX Mobile

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Create Job.

    Blue convert button - right facing arrow

    The New Job page displays.

  4. Select a job type.

  5. In Name, enter a job name.

  6. Enter details and select Add.

    Green add button

  7. Select Yes.

Copy Data from Quotes to Jobs

When you convert a quote into a job, data copies from the quote to the job.

Data only copies if fields on both the Quote and Job objects have the same:

  • Name

  • Data Type

  • Length

  • Decimal Places

Data copies between standard quote and job fields by default.

You can add custom fields to copy additional information between quotes and jobs.

When adding custom fields, make sure the fields have the same name, data type, length, and decimal places on both the Quote and Job objects.

Recommended Reading