3.5.8 Quotation and Work Order

Accessed via Workbench -> Settings

This tab allows you to alter the details relating to the quotations and work orders which can be generated from within the tickets screen. 

The custom text created here, is reflected when raising quotations and work orders. Simply select the template and then adjust the default text or create block specific text.

The specific block versions are displayed below the default templates. 

More info on this KB article: 6.3.4 Settings

• Related Articles

• 6.3.2 Quotation Requests

  When 'New Quotation Request' is selected, key information is set-up for the Quotation Request. Any of this information can be modified by the user: Introduction - This is standard introductory text (set-up for your Agent account) for the Quotation ...

• 6.3.3 Work Orders

  When 'New Work Order' is selected, key information is set-up for the Work Order. Any of this information can be modified by the user: Introduction - This is standard introductory text (set-up for your Agent account) for the Work Order 'Work Summary' ...

• 6.3.5 Quotes and Work Orders summary screen

  The Quotes and Work Orders screen in the Workbench enables you to view a summary and check and update statuses for all Quotations and Work Orders that you have across all the Blocks which you manage. To access the screen go to: Tickets -> Quotes and ...

• 6.3.4 Settings

  There are two separate places in the system where default text can be set for use when producing Quotations and Work Orders. They cover different default text elements. 1. In the Agent Preferences screen – accessed via the 'cog' option in the top ...

• 3.5.7 Tickets

  Accessed via Workbench -> Settings This tab allows you to control the settings relating to the Ticketing module and the Quotation/Work Order settings. Here you can create your own ticket types and then also determine the order it appears when ...