Quotes – Create Related Work Orders

Access Tiers: Scaling Up, Owning the Market

To learn how to create work orders and associate them with a specific Quote, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Wistia video thumbnail

Once a customer approves a quote, you can create work orders directly from it and connect them back to the quote. This keeps the quote and the related work in one place, so you can track progress and invoice accurately.

Tips & tricks

  • Before you start, make sure the quote has a current expiration date and the customer has approved the quote.
  • Once a quote is approved, you can't edit the main quote details, but you can still add related work orders and invoices.
  • You can track related work orders from multiple pages:
    • In the Quote Details page, the Related Work Orders section lists every work order connected to the quote, along with its status.
    • On the customer profile, the Quotes section shows whether a quote has related work orders. Click the View Quote Details icon to access the Quote Details page.
    • On a work order itself, a Related to Quote link takes you straight to that quote.
    • On the Quotes page, the Work Orders column lists how many of the quote's related work orders are complete.
  • Related work orders don't show up in the invoice generator. Instead, create a related invoice from the quote, where you can review the quote's full details and totals before deciding what to bill.
  • When you invoice line items from the quote, you can also choose to bill for installed items and dosages from the related work order.
  • If you delete the quote, you can choose to delete any related work orders that aren't finished.

Adding a work order to a quote

  1. From the left navigation menu, click the Quotes option.
  2. Locate and click the quote you want to work with.
  3. In the Related Work Orders section, click the Add button.

Including work order type and/or products

Quotes can include work order types, such as Repair or Pool Open, as well as products, such as pumps or valves. Skimmer's quote to work order process varies based on what your quote contains.

If your quote includes a single work order type:

The How do you want to create work order? window gives you the following options:

  • Choose a new work order – When you click the Next button, the Edit Work Order page opens populated with customer and service location from the quote.
  • Choose from work line items on quote – When you click the Next button, the Edit Work Order page opens populated with customer, service location, and work order type from the quote.

If your quote includes more than one work order type:

The How do you want to create work order? window gives you the following options:

  • Choose a new work order – When you click the Next button, the Edit Work Order page opens populated with customer and service location from the quote.
  • Choose from work line items on quote – When you click the Next button, the Which work order? window prompts you to choose which work order type you want to use. When you click the Next button, Skimmer populates the selected work order type, customer, and service location in the Edit Work Order page.

If your quote includes one work order type and one or more product(s):

The How do you want to create work order? window gives you the following options:

  • Choose a new work order – When you click the Next button, the Edit Work Order page opens populated with customer and service location from the quote.
  • Choose from work line items on quote – When you click the Next button, the Add products from your quote? window gives you the option to select one or more products from the quote and add them to the work order. When you click the Create Work Order button, Skimmer populates the work order type, product(s), customer, and service location in the Edit Work Order page.

If your quote includes more than one work order type and one or more product(s):

The How do you want to create work order? window gives you the following options:

  • Choose a new work order – When you click the Next button, the Edit Work Order page opens populated with customer and service location from the quote.
  • Choose from work line items on quote – The Which work order? window prompts you to choose which work order type you want to use. Click the Next button to move to the Add products from your quote? window, which gives you the option to select one or more products from the quote and add them to the work order. When you click the Create Work Order button, Skimmer populates the work order type, product(s), customer, and service location in the Edit Work Order page.

If your quote includes products only:

  1. The Add Work Order page opens populated with customer and service location information from the quote.
  2. To add products from the quote, you must select a work order type, click the Add Item option in the Items section, and select the Add Products from Quote option.
  3. From the Add products from your quote? window, select the product(s) you want to add.
  4. Click the Add Products button to add the product(s) from the quote to the work order. The Add Work Order page lists the product(s) in the Items section.

Finishing the work order

  1. From the Edit Work Order page, enter the work order details.
  2. Click the Save button to save your changes and return to the Quote Details page. The Related Work Orders section now lists the quote you just created.
  3. Repeat these steps to create more work orders from the quote.