How to Create a Quote

Overview 

Quotes in FieldPie help you turn field activity into a structured commercial process. You can create a Quote for a Client/Customer, add the relevant products or services, define quantities and pricing, and keep the entire Quote connected to the Client/Customer record.

Before You Start 

You need access to the Quotes area and permission to create Quotes. Make sure the Client/Customer and the products you want to quote already exist.

How to Create a Quote

  1. From the left navigation menu, select Quote.
  2. Click the plus icon in the top-right corner.
  3. Choose the Client/Customer from the list.
  1. Use the calendar to select the Quote’s expiration date.
  2. Select the status from the list. 
  3. Choose the appropriate Work Order Type. 
  4. Add a description for the quote. 
  1. Click Add Item, search by product name, group, or tag if needed, and select the product. 
  1. Enter the quantity, select the tax checkbox if you want QuickBooks to calculate tax after saving, then click OK. Repeat for more items. 
  2. Select the Deposit Type from the list, then click Save. 

Tips and Things to Know

  • Set an expiration date so the Quote is valid for the right window.
  • Search by name, group, or tag to add products quickly.
  • Enable the tax checkbox for QuickBooks to calculate tax after saving.
  • Set a deposit type if a deposit is required up front.

Frequently Asked Questions 

A Client/Customer, expiration date, status, Work Order Type, a description, and line items with quantities and tax.

Select the tax checkbox to have QuickBooks calculate it after the Quote is saved.

Yes. Choose the Deposit Type before saving.