How to set your quote number and reference in JobSheet
Before you start
You need access to Quotes (office staff). Field staff roles do not see quotes.
Steps
- Open Quotes and select the quote.
- At the top of the quote detail screen, find Quote number (the QUO- reference JobSheet assigned).
- Choose Edit, type the number you want customers to see, then Save. JobSheet checks it is unique in your workspace.
- Optionally set Your reference for your own estimate or job number. This is separate from the QUO number and appears on print when filled in.
- Send or print the quote as usual. Both references are included in quote register exports.
Tips
- Use Your reference when the customer already has a purchase order or your internal estimate number.
- If you change the QUO number after sending, re-send or re-print so the customer has the updated reference.
- When you confirm the quote, Your reference copies to the linked job sheet.