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FTA: Quote a Job

Learn how to properly quote a job in the Field Team App.

Written by Kelly Devloo

Updated at March 12th, 2025

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Table of Contents

Steps

Learn how to create a quote for a job in the Field Team App.

 

Steps


Select the job you would like to create the quote for, then click on Quote in the bottom quick action menu.


Fill in the Cost Quote, including:

  • Service actions to be performed
  • Description of work to be performed
  • Cost Breakdown
  • Parts required
  • Quote Inclusions
  • Quote Exclusions
  • Reattendance date and time (if applicable)
  • Cost Summary


Click on Submit to send the digital quote to the job client. Once it is approved, you will be notified by email and proceed with the work.


If you need to refer to it again, you can find your quote on the Quote tab in the job page.

 

 

 

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