Quotes Fields

This section describes the fields and actions on the Quotes workspace.

Card Part Fields

Field Description
Job This field displays the job name and number to which the quote is added.
Customer This field displays the customer name and number.

Card Part Actions

Button Description
Click this icon to refresh data in the current workspace.

Click to display the list view.

Click to display the detailed view.

Save Click this action button to save changes to the current record. After saving changes, the budget status updates accordingly, and the Save action button is disabled until additional changes are made.
Revert Click this action to undo changes made to the current record, or to any of its lines.