How to Add Engineer to Quote?

You can assign an engineer to a quote by following the steps below. 

Note: This will just show the Quote against the engineer on the Calendar and it is useful for seeing what is currently in an Engineers schedule. Quotes do not show in the Job Sheet App, if you would like a quoting/surveying job to show in the Job Sheet App for the engineer then will need to create a Job for this instead, you could consider adding a new Job Type called "Survey" and assign this to your engineer instead (you can then at a later date create a Quote from the "Survey" Job once the engineer has visited the site to obtain any details required for you to quote the customer).

1.  Navigate to Quotes.

The Quotes page is displayed.

2.  Click the reference number of the quote you wish to assign an engineer.

The selected quote details page is displayed.

3.  Scroll down and click the Engineers tab.

The Engineers section is displayed.

4.  Click Add engineer to quote.

The Add engineer to quote dialog is displayed.

5.  Select an engineer from the Engineer dropdown list.  Only the users that are set as Engineers in their user record under Settings > Users will appear in the dropdown list.

6.  Set the date and time from when the engineer will be on the quote from the Start date dropdown calendar and Time dropdown list or check the box All day respectively.

7.  Set the date and time when the engineer will finish the quote from the End date dropdown calendar and Time dropdown list or check the box All day respectively. 

8.  Click Save changes.

This quote will now show on the calendar of the selected engineer.

Note:  You can also edit or delete the Engineer assigned.  To edit, click the Edit button in the row of the engineer and make changes.  To delete the engineer, click the Delete button and confirm the deletion.