How to Manage Quote Settings in FieldTask

Learn how to view and edit the settings that control how Quotes work in FieldTask.

You can access Quote Settings from two places:

• From the Settings option on the Quotes page.

• From the Quotes option within the main Settings page.

Regardless of which option you choose, both will take you to the same Quote Settings page.

From this page, you can view and edit the following Quote settings:

Quote Numbering

Manage how your Quotes are numbered:

• Prefix
• Next Number

Defaults

Set the default values used when creating Quotes:

• Expiry Default
• Default Tax Rate
• Default Terms and Conditions

Technician Limits

Control technician discount limits:

• Maximum Technician Discount

Invoicing

Manage the available Invoicing settings for Quotes.

CRM Stage Mapping

Configure how Quote events map to stages in your CRM:

• On Sent
• On Accepted
• On Declined
• CRM Estimate

Template Creation

You can also manage and create your Quote Templates.

These settings allow you to customize how Quotes are numbered, presented, processed, and connected with your CRM.