> For the complete documentation index, see [llms.txt](https://wiki.roaddirect.co.nz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.roaddirect.co.nz/eboard/dashboard/jobs-to-quote.md).

# Jobs to quote

The **Jobs To Quote** tab of the [Dashboard](/eboard/dashboard.md) tracks quotes from the request coming in to the client's decision.

## Groups

| Group                       | What's in it                                                                                             |
| --------------------------- | -------------------------------------------------------------------------------------------------------- |
| **Incoming Quote Requests** | Quote requests received from clients through the [Job Booking Portal](/eboard/job-booking-portal.md).    |
| **Quote Needs Created**     | Quote requests that have been accepted, and quote-only jobs, where the quote still needs to be prepared. |
| **Quote Done**              | Quotes that have been completed and sent to the client.                                                  |

The columns are **Date Entered**, **Job Type**, **Job No.**, **Request No.** (if the job came from a portal request), **Your Ref**, **PO No.**, **Client**, **Principal** and **Location**. Filter by **Job Type** using the drop-down in the column heading.

## Quote workflow

1. **A quote request comes in.** Review it and accept or reject it (see [Job Booking Portal](/eboard/job-booking-portal.md#handling-requests-in-eboard)). Accepted requests move to **Quote Needs Created**. You can also book a job with the **Quote Only** job type yourself (see [Book a job](/eboard/book-a-job.md)).
2. **Prepare the quote.** Use **Quote Summary** in the job's ⋮ menu to see the details you need, and **View Job** to open the job.
3. **Send it.** When the quote has gone to the client, choose **Quote Sent** from the ⋮ menu. The job moves to **Quote Done**.
4. **Record the client's decision.** Choose **Quote Accepted By Client** or **Quote Declined By Client** from the ⋮ menu.

The **Quote Required?**, **Quote Reference/Rate** and **Quote Sent to Client** fields in the job's **Admin** section hold the quote details.


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