Step by step
- Go to Jobs & planning › Quotes and press + New quote at the top right. A side panel opens. (From a job, use + New quote in the job's Charges & approval card instead: the job and the payer are filled in for you.)
- In For (who pays), choose the company that will pay.
- Enter a Title, for example "Fuser unit replacement, bizhub C300i".
- Optionally write Notes for the customer (optional): what is included, lead time, conditions.
- Press Create and add lines. The draft opens so you can add lines.
Quotes started from a job
The New quote page opens with the payer set to the job's client (for freelance work) or the customer, and the title starting as "Job #123: …". You can change both.
When this quote is accepted, the job's approved amount is raised to the quote subtotal.
If something is blocked
"Choose who the quote is for." means no company was chosen.
Archived companies are not in the list. Restore the company first if you need to quote it.
Tips
- Keep notes short and factual. The customer reads them on the approval page.
Questions
Can I quote someone who is not a customer yet?
Add them first (Customers & machines › Customers › + Add company). The list only shows companies already in SubClik.
Do I need a job to quote?
No. A quote can stand alone, for example for a new machine or a site survey.
Works together with
- QuotesPrice work before you do it. The customer accepts or declines by a link, or you record their answer. An accepted quote raises the approved amount on its job.
- Add lines to a quoteAdd parts and services from your price list, or type your own lines, while the quote is a draft.
- Finalise and send a quoteFinalising gives the quote its number and validity date, locks the lines and creates an approval link you send to the customer.
- Add a customerCreate a new customer company with its billing details and, if you like, its first site, then add its machines and contacts.
- The job pageEverything about one job in one place: customer and machine, fault and work done, time, parts, readings, files, history, dispatch, charges, job sheet and the buttons to close, send back, reopen or invoice.