Scopes can be flowed on to Quotes and then retain activity history.

• Can also flow Scopes to Work Orders and Invoices.

To Flow from Scope to a Quote

• Go to:  Main Menu – Scopes
• Scope Landing page
• Open the scope required then click flow to quote button.

Fill in details on New Quote

• Select date in Due field
• Fill in any other fields as required for your business process.
• Click –> Save and Continue.

• You now have a quote with all details from scope added.
• Add items then go to pricing.
• Go to pricing tab and award quote items to contractors through the Status drop down.
• Contractors will be notified if successful or unsuccessful.
• Once complete quote: you can now flow to work order, invoice, or cancel quote.