Quote Core Holes
- Create Quote
- Cost center
- Choose applicable cost center
- Add Description script "Core Holes"
- Parts & Labour
- Catalogue
- Search 'Core Holes"
- Select "SUF - Hole Core Set Up Fee" & add 1 to the RHS box - Enter
- Select hole width & add depth in cms to the RHS box - Enter
- Repeat step 9 for the measurements of each individual hole
- Billable
- Move "Waste Levy" to bottom of parts
- Remove Labour by using the RHS drop down
- Click on quote number top LHS of screen
- Move description down to notes
- Forms
- Template - Quote Detail Form (PDF)
- Template - Standard, Nothing Fancy
- Yes
- Revision 1 (If this quote needs to be modified, the next modification revision would be 2, etc.)
- Inclusions - Tick Hire equipment & Labour
- Press "add"
- Forms
- View - check information is correct
- Check email address is correct
- Send
- Ok
- Finish
- Save & Finish