Quotes

NEED A HELPING HAND?

It is simple to create quotes with OnTask. The fields on a quote are:

Task Name – Start typing to be shown a list of existing tasks or create a new one to quote.
Client Name – Filled in automatically for an existing task, start typing to pick an existing client or type in the name of a new client.
Quote For – this is automatically filled once you choose a Task but can be changed.
Send Quote To – select who you want to send the quote to. Tapping Other lets you enter a new email recipient for the quote.
Include – this option lets you choose what to include on your quote.
Add New Item – this is where your checklist items go. It consists of ITEM, NET, TAX, and GROSS.
Total – computed price for the whole task.
PREVIEW – once you’re happy with the quote you can preview the whole document before sending it.

How do I create a quote?

1. Tap the Add icon on the upper right corner.

2. Complete all necessary fields.

3. When ready, tap the PREVIEW button to view the quote.

4. Tap the SEND button to email the quote.

Can I send it to other emails?

Yes. You can send your quotes to the client, your manager or any other email address:

1. On new Quote page, user can toggle Client, Manager, and Other on or off.

2. OnTask will default the addresses if possible. If not, you can type it in.

Can I view it first before sending it?

Yes, you can preview a quote before sending. It is OnTask’s procedure to
make sure all necessary details are correct before sending.
1. Tap the PREVIEW button at the bottom of the screen.

2. Check if all information are correct.

3. If satisfied, tap SEND.

Note: If edit is required, simply tap the back icon.

Can I delete quote entry?

Yes, you can delete a quote entry. On the Quotes page.
1. Press and hold the Quote you want to delete, then swipe left.
2. Then tap the Delete button.

How can I view deleted entries?

Deleted entries can be viewed on the Quotes page. You just need to specify the date it was made or the date range.
1. Click the filter icon beside the date.