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- Quote Summary report
Lists information from the Contract Quote window. The report includes the billing amount. From the Contract Quote window, choose Print > Quote Summary 1. - Quote Summary Report with Estimated Costs
Lists information from the Contract Quote window, including billing amounts, estimated costs and hours, and task-based costs and hours. From the Contract Quote window, choose Print > Quote Summary 2. - Quote Detail Schedule report
Lists information from the Contract Quote window, as well as billing amounts and the equipment and tasks attached to the quote. From the Contract Quote window, choose Print > Quote Detail 1. - Quote Detail Report with Estimated Costs
Lists information from the Contract Quote window, including billing amounts, estimated costs and hours, and task-based costs and hours. It also lists the equipment and tasks attached to the quote, as well as the cost estimates for the tasks. From the Contract Quote window, choose Print > Quote Detail 2. - Quote Detail Report with Estimated Hours
Lists information from the Contract Quote window, including billing amounts, estimated costs and hours, and task-based costs and hours. It also lists the equipment and tasks attached to the quote, as well as the estimated hours for the tasks. From the Contract Quote window, choose Print > Quote Detail 3. - Quote by Salesperson report and the Quote by Contract Type report
These reports are printed by choosing Reports > Service Management > Maintenance > Contract Quotes.
To print a contract quote report:
- Enter a Start Date and an End Date for the report. All quotes with a date in this range will print.
- Choose to print the Quote by Salesperson report or the Quote by Contract Type report. If you choose to print the report for an individual salesperson or contract type, complete the applicable field.
- Choose Print.
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