Quotes Route Reference
Understand the quote queue, inspection-generated quote flow, manual quote creation, and the way accepted quotes feed work orders and finance.
Before you start
- Quotes are enabled in the workspace and you need commercial follow-up from inspection or CRM context.
Expected outcome
You can manage quotes deliberately and understand how quote status changes affect work orders and invoicing.
What this route is for
Quotes owns quote creation, quote review, line items, customer context, PDF generation, email sending, and quote status progression from draft through acceptance or rejection.
Visibility and capability notes
| Item | Details |
|---|---|
| Route id | quotes |
| Visibility | Customer-facing route when quote capability is enabled. |
| Capability notes | Quote visibility, finance handoffs, and some CRM-linked actions depend on workspace features and account linkage. |
| Direct inbound | Dashboard cards, inspection quote generation, CRM opportunity actions, finance links, global search, and activity links. |
Main regions, dialogs, and controls
| Surface | What it does |
|---|---|
| Quote list | Searchable, paginated queue by quote status. |
| Create dialog | Manual quote creation or a quote seeded from an inspection, account, site, or opportunity. |
| Detail dialog | Customer detail, line items, totals, status changes, PDF selection, email, and delete flow. |
| Supporting dialogs | Customer edit, line item edit, CRM context, inspection picker, defect picker, and delete confirmation. |
Key actions
- Create a quote from scratch.
- Generate a quote from an inspection.
- Add or edit line items.
- Link the quote to customer, CRM, inspection, or defect context.
- Select a PDF template version.
- Download the quote PDF.
- Email the quote when a customer email is present.
- Mark the quote sent, accepted, rejected, or expired.
Filters and URL state
| Param | What it controls |
|---|---|
page | Pagination |
q | Search |
status | Quote status |
quoteId | Open detail context |
generateFrom | Seed quote creation from an inspection |
create | Opens create mode |
- Search is debounced and the quote queue is paginated.
- The route is queue-first and dialog-driven rather than tab-driven.
Outputs and side effects
- Creates or updates quotes and line items.
- Produces quote PDFs and sends quote emails.
- Quote status changes influence work-order creation, receivables context, and commercial reporting later.
Inbound links
- Shell
Quotesnavigation when enabled. #/inspections?generateFrom=...- CRM opportunity-driven quote creation.
- Finance or dashboard quote context.
Outbound links
- Finance handoff for linked accounts
- CRM account or opportunity context
- PDF download and email actions
Indirect handoffs
- Accepted quotes commonly feed work-order creation and later invoicing.
- PDF quality depends on both quote data and template configuration in Composer.
- Missing customer linkage here weakens finance and CRM traceability later.
Troubleshooting
| Symptom | What to check |
|---|---|
| The quote opens without expected inspection context | Re-check generateFrom and the selected source inspection. |
| Email send is unavailable | Confirm the customer has a usable email address. |
| The PDF looks wrong but totals are correct | Check the selected template version in Composer instead of editing the quote itself first. |
| Finance context is missing | Confirm the quote is linked to an account that Finance can open. |
Defects Route Reference
Understand the office-side defect backlog, defect detail workflow, and the way defect records hand off into work, reporting, and commercial follow-up.
Work Orders Route Reference
Understand the remedial work queue, assignment and scheduling actions, and the way work-order state feeds mobile execution and finance.