How To Use Quote Sections on Tradify Web

Understand more about Quote Sections on Tradify's web app.

Quote Sections offer an excellent way to break up quotes into different segments. This is really useful if you need to separate your costs by stages of work.

Important Note: Sections are saved to the individual Quote, not the account. This means, you will need to create a new set of sections for every new quote created.

Additionally, Sections are only visible/usable on Quotes. They will not transfer over to any other feature in Tradify. However, you can copy a section into a Job Task. For more information on this process, please see here.

 

Creating Quote Sections

You can create as many Quote Sections as you like, and there is no limit to the number of items that can be assigned to any section.

There are also two ways to create Quote sections:

  • You can either do it whilst adding a new line item on the quote
  • You can create a section by clicking on an existing line item.

We'll cover off both scenarios for you below.

 

Creating a Section from a New Line Item

To add a new line item:

  1. Click on Add Line Item.
  2. Select the relevant line item type (Time, Price List, Miscellaneous, Kit).
  3. Locate the Section field.
  4. Click the + icon.
  5. Once you've added all the relevant details to your line item, click OK. The line item will be created along with your section.

Creating_Quote_Sections_1.png

The following options will be available to edit:

Display Name - Use this field to give your Section a title

Description - Use this field to add a description of your Section.

Note: The descrription is customer facing and will show on the PDF version of the Quote.

 

Creating a Section from an Existing Line Item

  1. Selecting an existing Line Item
  2. Click on any existing line item.
  3. Locate the Section field
  4. Click the + icon
  5. Once you've added all the relevant details to your line item, click OK and your section will be created.

Creating_Quote_Sections_1.png

 

The following options will be available to edit:

Display Name - Use this field to give your Section a title

Description - Use this field to add a description of your Section.

Note: The descrription is customer facing and will show on the PDF version of the Quote.

 

Assigning Existing Line Items to a Quote Section

To add a new section through a line item, you'll need to:

  1. Click on any existing Line Item.
  2. Locate the Section field.
  3. Click the drop-down icon.
  4. Select your preferred section.
  5. Once you've added the section, click OK to finalise your changes.

Quote_Sections_3.png

 

How sections are displayed

As an example to show you how sections are displayed, we've created two sections and added identical line items to them. Notice how each section has its own cost, gross profit and total. 

Quote_Section_3.png

Here's an example of how this would look on the customer-facing PDF: 

Quote_Section_4.png

 

 

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