Win the job

1Step 1 of 11

1. Sales → Website enquiries, then View on a row.
2. Read the name, company, email, phone, site address and what the visitor needs.

An enquiry never becomes a customer or a job by itself. Add them yourself.

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2Step 2 of 11

1. Sales → Customers → New customer.
2. Enter the business name and its ABN, the contact, the business address and the account manager.
3. Save.

The ABN is the eleven-digit number without spaces. It must be valid and not used by another customer.

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3Step 3 of 11

1. A director sees one more field on the same form: Payment terms.
2. Choose COD, 14, 30, 45 or 60 days.

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4Step 4 of 11

1. Projects → New project, Project kind Main project.
2. Name the job, choose the customer, then the contact, the site address and the coordinator.
3. Create main project. The job code is given when you save.

A job and a project are the same thing: Stone lists every job under Projects. Subcontract package is the other kind: see Subcontract packages.

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5Step 5 of 11

1. On the project, press New quoting measure.
2. Choose the measure source: Contractor supplied or Company measured.
3. Save draft, add each measured item, then finalise the sheet.

A final quoting measure is read-only: it is what the quote prices.

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6Step 6 of 11

1. Sales → Quotes → New quote: choose the project and keep Type Original.
2. Enter the scope summary, the date, valid until, the stone type and who prepared it.
3. Create quote.

A project is offered only when its customer is active and it has one final quoting measure.

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7Step 7 of 11

1. Choose a Price library item and press Add line.
2. Enter the quantity and choose the Measured item this line prices. While the quote is a draft, you can Edit or Remove a line.
3. Save quote.

Each line names a measured item or a new scope, never both.

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8Step 8 of 11

1. Preview PDF shows the quotation: the customer, who it is for, the site, the date, valid until and the lines.
2. Amounts exclude GST.

Without May see money, the preview leaves out the rates and the total ex GST.

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9Step 9 of 11

1. Send quotation to the contact: the PDF goes by email and the quote lines lock.
2. Send history records when, who, to whom and the result.
3. Record the answer: Won with the signed acceptance; Lost, Expired or Cancelled with a reason and evidence.

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10Step 10 of 11

1. A Won quote moves the job to Measuring, and the project activity says so.
2. Measures is the next tab to work in.
3. A job that stops: press Cancel project on the project and give the reason.

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11Step 11 of 11

1. The accountant finds Deposit claim waiting under Deposit claim notices.
2. Review deposit claim opens the draft claim.

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