Welcome to Quotes in Job Hippo. This guide will take you through how to create quotes and convert them into jobs. Before getting started, make sure you have your Tax and Labour rates configured in the main settings area.

To get started, click on the Quotes icon in the main menu. This will take you to the Quote main view:

To create a Quick View, firstly apply the filters and columns that you want in the main view. Once you have done so, a + Create view option will now appear in the Quick View area.

You can then click on that and give your Quick View a name. You can also optionally set it as your default view so that will always display when you click on the Quotes area. Sharing this view will make it visible to all other users of the system.

To see more Quick Views, you can click on the arrow next to the bottom Quick View and it will open up the list of available Quick Views. Here, you can also edit your favourites (maximum of 8).

To do this, just click the Edit option against one of the favourited options, then select or deselect "Add to my favourites". TIP: By default, JobHippo will have the standard views set as Favourite. If this is your first time setting up Quick Views, you may need to unfavourite the standard view(s) first.

Creating a quote is as simple as clicking on the Create button in the top right hand corner of the screen. Clicking on the arrow will allow you to select the "Quote Type". Different Quote types can be used if you need different custom fields for specific reasons. Please see how to create different types and fields.

Upon selecting the quote type you want to use, we will dive into the Quote create wizard. The wizard will step you through the job create process. Any fields marked with a red asterisk (*) or underlined in red indicates a required field. You can select from existing customers that you have previously created and their locations or you can create new ones simply by clicking into the Customer field and selecting "New item".

In the below example, Cody Heatherington Electrical is quoting for a technician to install a new power point for their customer, Joe Citizen. They will be charging for "Activities" and "Labour", as can be seen under the financials tab. This can be easily changed simply by clicking the arrow in the tab, and you can create new ones.

For this quote, Cody will be adding an "Activity". An activity is a task or action that is a fixed body of work that can be quoted in one line. This is commonly used if there are fixed charge items on the quote or if certain information needs to be captured on a quote. To do this, simply click on the "Create activities" button in the activities tab:

Once you've clicked that, a prompt will pop up that will allow you to create an activity. Any previously created activities that you have added or created in the activity library will be selectable. Please see [INSERT LINK] for more details on how to access your activity library.

Here you can also add a cost and charge to the activity. This will indicate how much the the chargeable value for this activity will be on the quote (this will pass through to the job as well as the invoice).

Once you have clicked "Create Activity", you will still have the option at that point to change the charge price or change the quantity of the activity (e.g. install more than one power point).

You can add labour (travel time and on-site time) to a quote if you prefer to charge for time instead of fixed activities. To do this, click on the "Labour" tab and you will have options to add "Travel time" or "On-site time".

Simply click on the type of time you want to add.

In this example, we are adding On-site team to this quote of 2 hours at $100 an hour. By default, the "Unit Charge" will be reflective of the rates that you have set, however you can over-ride it if you need to.

Once added, the total labour charge will be added to your financials section, the same as the Activity charge:
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Please note that labour charges contribute to the total job value once the quote is approved and turned into a job, however it will not show in the Labour logs area on the job. The reason for this is that the Labour logs on the job should reflect actual labour time and not quoted labour time.

To add inventory to a quote, click on the Inventory tab and then the + Inventory button. You can create Inventory on the fly here, or any Inventory already created within your Inventory library will show here.
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Adding attachments is easy. Click on the "Files" tab and then the + File icon. JobHippo supports a wide array of attachment file types (up to a maximum of 18MB per file).

Once you have added your activities, labour, inventory and attachments, you're ready to create your first quote by clicking on the create button in the bottom right hand corner.

Once you have created your quote, you can now send it to your customer for approval. When a quote is first created, it is created as a "Draft'. You will have an opportunity to review your quote and make sure all the information is correct before you send it.
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You have a couple of options to send your quotes. First option is sending the quote directly to the customer. To do this, click on the "Send Quote" icon which will open up a dialogue:
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Here, you can choose to change the quote status (it will default to "Pending Approval"), as well as include a message that will be in the body of the email that is sent to the recipient. You can also add additional recipients or also conveniently add attachments at this point as well. Once you have sent a quote this way, you will not be able to make any changes to the quote unless you revise the quote first.

The second option is to share your quote without sending it directly to the customer. To do this way, click on the share icon under the quote status. This will allow you to send the quote to someone to review or double check before you send it to the customer. This way won't change the quote status.

When your customer receives the quote, the email will contain a link to open up the quote.

Once your customer clicks on the link, they will have the option to approve or deny the quote. This is a configurable option which you can turn on/off.

If your customer clicks the Approve quote button, they will get the approve dialogue where they can upload an attachment e.g. purchase order or similar.
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If they approve the quote, the the status of the quote will change to approved and you will be able to create a job from the quote. To do this, click on the 3 dots next to the message icon and select Create a job from quote.

You will then have the ability to select the job type, as well as a few other options to copy information from the quote.

The customer can also decline the quote by choosing the decline option which will give them the same option to add attachments or comments. This will change the Quote status to "Not Approved".

If you have customer quote approval turned off, or need to manually approve the quote yourself, you can do that by changing the quote status.
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Once you select the "Approved" option, you will be presented with the ability to create a job from the quote.

Alternatively, selecting the "Not Approved" status will decline the quote.

Congratulations! You now know how to create and manage quotes in JobHippo!