Create your First Quote

Last updated on Feb 29, 2024

Loggworks helps you create well-crafted quotes improving efficiency and enhancing the overall experience for your clients.This guide will take you through how to create your first quote on Loggworks.

How to create a quote?

Step 1. Click the “Create a Quote” button on the Home Page.

Step 2. This will take you to the Quotes section. Click on “Create a Quote”

Step 3. Fill in the required details. The fields, as seen in this selection, are explained below according to category.

I. Quote Information

Input	Description
Due Date	Select the deadline by which the customer needs to accept or decline the quote.

II. Customer Information

Input	Description
Name	Input the name of the customer you are sending the quote to.
Email Address	Input the email address of the customer you are sending the quote to. Ensure you add the customer’s email or phone number. This information is needed for job and payment related reminders.
Phone Number ID	Input the phone number of the customer you are sending the quote to. Ensure you add the customer’s email or phone number. This information is needed for job and payment related reminders.
Address	Input the address of the customer you are sending the quote to.

III. Job Information

Input	Description
Date	Input the date the job is going to start.
Time	Input the time the job is going to start.
Job Duration	Input how long the job would take. This can be measured in days, weeks and months.
Location	Input where the job will be done
Description	Input a description of what the job entails

III. Items

The item types include tools & materials, booking fee and miscellaneous.

Tools & Materials

Input	Description
Description	Input a description of the tools & materials needed to get the job done.
Unit Cost	Input how much the tools & materials would cost
Quantity	Input how many of the described tool & material would be needed for the job
Discount	This can be added in percentage or flat rate.
Tax	This can be added as inclusive ( total price including tax) or exclusive (total price doesn’t include tax. The tax can also be exempted.
Additional Details	Input any additional details

Booking Fee

Input	Description
Select payment modal	Select between one time payment or recurring payment plan.
Rate	Select whether your rate is hourly, daily or a flat rate
Unit Cost	Input how much the booking fee would cost
Number of hours	Input the number of hours the job would take.
Discount	This can be added in percentage or flat rate.
Tax	This can be added as inclusive ( total price including tax) or exclusive (total price doesn’t include tax. The tax can also be exempted.

Miscellaneous

Input	Description
Description	Input what miscellaneous entails
Cost	Input how much it would cost
Quantity	Input how many of the described tool & material would be needed for the job
Tax	This can be added as inclusive ( total price including tax) or exclusive (total price doesn’t include tax. The tax can also be exempted.