Quotes List
How to search, filter, open, and create quotes from the Quotes list.
The Quotes list is the quickest way to see what still needs pricing, what has already been sent out, and which quotes have moved on into confirmed work. It is also the main jumping-off point for quote detail, submission, and confirmation.
Search and Summary
- Search quotes: Search looks through the reference, customer name, company, email address, phone number, and mobile number, so you do not need the exact quote number to find the right record.
- Quote Summary: Open the summary panel in the table header when you want a fast count of how many quotes are sitting in Received, Pending, Sent, Confirmed, or Declined.
- Conversion Rate: The summary also shows how many of the quotes you have sent were confirmed, such as 50% with 5 of 10 sent quotes confirmed under it. It follows the search, source, business and date filters, and is left out while you filter to one status, where it could only be 0% or 100%.
- Badge count: The header badge updates with the current filtered total, which helps when you are narrowing the list down before a follow-up call or pricing session.
Filters
The funnel button to the right of the search opens the list's filters, sliding out from the right, with how many are set in a circle on its corner. Each filter has its name above it and changes the list as soon as you change it, and the button at the foot, such as Show 12 quotes, closes them. On a phone they open in the Filter Quotes popup.
- Status: Use this when you only want one stage of quote work, such as all pending quotes that still need pricing or all sent quotes waiting for a decision.
- Source: Filters by the saved customer source so you can separate website enquiries, referrals, leaflet drops, and any other source list you use.
- Business: In multi-business setups this keeps the list tied to one or more selected businesses instead of mixing everything together.
- Chips: Each filter you set shows as a chip beside the search, such as Status: Sent or Source: Website. The × on a chip takes that filter off, and clicking it opens the filters.
- Clear all: At the foot of the filters once something is set. Use this to get back to the full working list without manually resetting every filter field.
Useful Signals in the Table
- Reference: If a quote has no manual reference yet, Work Planner falls back to a label such as Quote #123 so the row is still easy to recognise.
- Image icon: A small image icon beside the reference means files are already attached to the quote. The image rules and preview behaviour are covered in Quote Images.
- Customer: The row shows the company name first when there is one. Otherwise it builds the customer name from the title, first name, and last name.
- Services: Service badges give you a quick read on what the quote covers before you open it.
- Status, Due Date, and Created: These columns tell you where the quote is in the process, when it is expected, and how old it is.
Opening and Creating Quotes
- New Quote: Opens the quote popup so you can create a new manual quote without leaving the list. The field-by-field guide is in Creating a Quote.
- Click a row: Opens the quote detail view in read-only mode first, which is useful when you want to inspect the quote before deciding whether to edit, send, confirm, or decline it. That next screen is covered in Quote Detail View.
- After closing a quote: The list refreshes so status changes, due dates, and newly attached images show correctly straight away.
When Someone Else Makes a Change
The list keeps itself up to date. When someone else in your business adds or changes a quote, or you do on another device, the list shows it within a few seconds without you reloading the page. It waits while you have a popup open, then catches up, and it keeps your filters, sort and page.
Related articles
- Creating a Quote: The next step when the quote does not exist yet.
- Quote Detail View: Covers everything you see after opening a quote from the list.
- Submitting a Quote: Useful when the quote is still waiting to be sent.
- Quick-Process Popup: Covers the shortcut popup used to process quotes inline from elsewhere in the app.