Quote wizard reference
The quote wizard is a 3-step dialog used to create a new quote. It is opened by clicking New quote on the quotes table.
See the Creating a quote guide for a walkthrough.
Navigation
- Click any step header to jump directly to that step (non-linear navigation).
- Click Back to go to the previous step.
- Click Next to advance to the next step.
- Click Save at any point once the required fields are valid.
- Click Cancel to discard the new quote and close the wizard.
Validation errors for Steps 1 and 2 are shown in the step header subtitle. Errors are only shown after you attempt to advance past a step or click Save.
Step 1 — Client details
Add one or more client contacts for the quote.
| Field | Type | Required | Description |
|---|---|---|---|
| Contact name | Text | Yes | The full name of the contact. |
| Email address | No | Contact email. Must be a valid email format if entered. | |
| Phone | Text | No | Contact phone number. |
| Role | Dropdown | No | The contact's role on the quote (e.g. Instructing party). Values from Settings → Lists → Contact roles. |
| Referral type | Dropdown | No | How the client was referred. Values from Settings → Lists → Referral types. |
Validation rules:
- At least one contact is required.
- Every contact must have a name.
- Email addresses must be valid if provided.
Step 2 — Address
Enter the property address for the quote.
| Field | Type | Required | Description |
|---|---|---|---|
| Address search | Text (autocomplete) | — | Type to search for an address. Select a result to auto-fill fields below. |
| House number | Text | Conditional | Required if no LGA is set. |
| Street name | Text | Yes | The street name of the property. |
| Suburb | Text | Yes | The suburb or locality. |
| State | Text | No | The state or territory. |
| Postcode | Text | No | The postcode. |
| LGA | Dropdown | Conditional | Local government area. Required if no house number is set. |
| Zone codes | Multi-select dropdown | No | Zoning codes for the property. |
Validation rules:
- Street name and suburb are required.
- Either house number or LGA must be present.
Step 3 — Internal details (optional)
All fields in this step are optional. This step has no validation rules.
| Field | Type | Description |
|---|---|---|
| Branch | Dropdown | The branch associated with this quote. |
| Assignee | Dropdown | The staff member managing this quote. Must be a user with the Assignee role. |
| To be quoted by | Multi-select dropdown | The staff members who will price the quote. Must be users with the Quoter role. |
| Valuer if quote is successful | Dropdown | The valuer for the resulting job if accepted. Must be a user with the Valuer role. |
| Quote due date | Date | When the quote response is due. |
| Job turnaround | Number + unit | Number of business days to complete the job. Used to calculate the job's due date when the quote is accepted. |
| Internal notes | Textarea | Internal free-text notes about this quote (not shown to the client). |
Duplicate quotes at this address
If quotes already exist for the property entered in Step 2, a banner appears below the dialog header showing how many, and how many of those are still in progress. Click Review to open a list of the matching quotes, each with buttons to open it in a new tab or clone it into this new quote.
A quote counts as being for "this address" if it shares a linked property, or has the same street number, street name and suburb — including other units or subdivisions at that number.
Cloning a quote from this list carries its details across to the quote you're creating and applies any client contacts already entered in Step 1 to the new quote, before opening it for editing. Anything else entered in the wizard is discarded. See Cloning a quote for what's copied.
When this wizard is opened from converting a request into a quote, the banner and review list are shown but cloning isn't offered — the request's own details are used for the new quote instead.
Create another
A Create another checkbox is shown in the wizard footer next to the Save button. When checked, saving the quote resets the wizard to step 1 instead of closing it, allowing the next quote to be entered immediately. The checkbox resets to unchecked when the wizard is closed.
Job turnaround
The job turnaround field accepts a number plus a unit (default: business days). It determines the job's due date when the quote is accepted — it does not affect the quote's own due date.
If a company-wide default job turnaround period is configured in Settings, it will be pre-filled when the wizard opens. Selecting a report type that has its own turnaround configured will override this value.