Whilst in a quote, Jobman allows the functionality to add a new item into a quote with a simple right mouse click feature.
When you right click a window will pop up (as shown above) giving you the option to add a new item which can either be a
- New line item to add to the quote
- Pre-configured quote preset that can be added to a quote
A New Line Item Added to a quote
Right click anywhere on the quote and Select the as shown below.You will see that a new line item will be added directly under the cell that you have selected.This allows you to freely edit and alter the quote as you see fit during the estimation process.
Adding a quote Preset
Right click anywhere on the quote and use the drop menu under Add preset items:
You will then be able to select quote presets (configured by yourself) to add to the quote.
The selected quote preset automatically populates in the quote directly below the cell that you have selected. In the case of this example the “Accessories” quote preset was simply added to the quote with a single click of the mouse.