Step-by-Step: Add quote or job to your Project (Backoffice)

1. 1. Add quotes and jobs to projects.

   

2. 2. Login to Arclight

   

3. 3. Click on menu

   

4. 4. Click on Projects

   

5. 5. Select your project

   

6. 6. Add new Quote or Job

   To include a new quote or job in your project, choose from the options below. Select "quote" for a quote requirement, or simply add a new job if not needing a quote.

   

7. 7. Create a Job Description

   When creating your quote, remember to include mandatory job description information, including:

   • Billing type

   • Job Description

   

8. 8. Click on NEXT to move forward

   

9. 9. Select your tax rate

   Choose the tax rate for your work area. Modify or add tax rates by clicking MENU > SETTINGS > TAX RATES > ADD TAX.

   

10. 10. Click on NEXT to move forward

    

11. 11. Add Parts and Labor

    Add Parts and Labor to your quote or Job. After creating a quote, make sure to adjust it before sending to the customer, with a focus on managing parts and labor.

    

12. 12. Modify your quote or job

    Additional modifications are available for your quote or job. Modifications include:

    • Parts*

    • Labor*

    • Edit Tax Rate & Discount

    • Notes

    • Images

    • Terms and Conditions

    

13. 13. Send quote to customer

    

14. 14. Send via Text or Email

    Send Quote for customer approval. After you add parts, labor, and modify your quote. You are ready to send it to the customer via text or email.

    

15. 15. Select quote type

    Quote types include:

    • Summary

    • Itemized

    Additionally, you have the option to include notes or images in the quote prior to sending it to the customer.

    

16. 16. Click on SEND TO CUSTOMER