Technician draft
Build the quote in the field and submit it for office review.
Draft inputs
Template
Split System ReplacementJob info
Installation labor
32 man-hrQuick setups
Equipment
Common adders
Equipment options
$
Option total$16,007
Scope modeShared32 man-hr
Choose equipment
No equipment pricebook entries yet. Manual customer proposal line and cost still work.
$
Option total$18,654
Scope modeShared32 man-hr
Choose equipment
No equipment pricebook entries yet. Manual customer proposal line and cost still work.
Warranty
Enter years or mark N/AScope
Editing scope forShared default
Essentials
Items that should be considered before the quote leaves the office.
No permit pricebook entries yet. Enter the permit amount manually, or ask office to add entries in Settings.
$
$
$
$
Air Distribution
Ductwork, returns, supplies, and airflow-related scope.
IAQ
Indoor air quality add-ons kept separate from testing and permits.
No custom one-off lines added.
Draft controls
Clear- Labor tasks meet configured defaults
- Required line checks are clear
- Misc explanation is recorded