Project Quotes & Awarding jobs

Project Quotes & Awarding jobs

This is your introduction to the updated project quote creation and job award process.

In this video take buyers through the process of creating a project quote (multiple items) and then how to convert them quickly to job. 



    • Related Articles

    • Project Quoting

      Buyers can create projects to source and manage multiple items. In this video take buyers through the process of creating a project, adding multiple items and then converting them to jobs.
    • Variations - quotes

      Changes to quotes are common and it's important to manage the process at quote stage. In this video we demonstrate how buyers can easily manage any variations to quotes and update quotes to their customers or internal stakeholders.
    • Variations - jobs

      A job can have many variations as it moves through the production process. Here we provide buyers a detailed walkthrough of the job variation process, how to create, manage and approve variations, it'll make end of month much easier for buyers and ...
    • Multiple Actions

      This video introduces a new feature that enables buyers to manage and update multiple jobs from the job list view screen. No more going from job to job to update milestones! You can now view all your jobs on the one job list view screen, use the new ...
    • Part 1 - Admin User Guide

      This is Part One of a multi part document designed to support the Administrator/s of a sourceit instance. A sourceit instance can be for your own organization or if you are partner client, it may be a site that has been set up specifically created ...