Editing a Task in a Quote or Estimate

To edit a task associated with a quote or estimate:

  1. In the Business menu, select Quotes.
  2. On the Quote Manager screen, drill down on the number of the quote/estimate that contains the task you wish to edit.
  3. On the quote/estimate detail screen, drill down on the name of the task you wish to edit.
  4. On the Edit Quote Task or Edit Estimate Task screen, provide the following information, as required.
    FieldDescription
    Task Information
    Task

    The name of the task to include in the quote/estimate. To replace the current task with a different one, select the required task from the drop-down list.

    Estimated Time

    You cannot change this information if any staff have been allocated to this task.

    The time (hr:min) that you expect it will take to perform the task.

    Description

    Any comments, reference information or other details that you wish to include in the quote/estimate.

    Label

    A labelIn WorkflowMax tasks, a label allows you to use the same task multiple times. The label is automatically appended to the task name. For example, in a specific job, designs are required for a brochure, flyer and a handbook. So, a label can be used to identify the Design task for each item: "Design - Brochure", "Design - Flyer" and "Design - Handbook". to sub-divide the task into smaller parts, if required.

    Billing Information
    Billable Rate

    You cannot change this information if any staff have been allocated to this task.

    The cost (per hour) for the work you are creating the quote for. The cost quoted to the client is calculated by multiplying the Estimated Time for the task by the task Billable Rate and adding any applicable tax (or taxes). This rate will be used if task billingTask billing is a client billing method based on billable rates associated with specific tasks. This method is useful if you usually have standard rates for a specific task, regardless of which staff members are working on it. Compare Staff billing. is in effect (see Organisation Settings > Task Invoice Rate).

    Tax

    The tax to be added to the calculated billable cost. If you have a second tax rate set up in your Organisation Settings > Financial settings, both rates are shown. Select the required rate.

    The following fields are available only when Task Invoice Rate is set to Staff Billing.
    Staff

    Staff that you are allocating to work on the job that this quote/estimate is for. Select a staff member from the drop-down list. When you select a staff member, the Estimated Time for the task and task Billable Rate fields are greyed out so that you cannot change them.

    Estimated Time

    The time (hr:min) that the staff member is expected to work on the task. Select Add Staff to add the selected staff member to work on the task. The cost quoted to the client is the sum of all the staff costs (where the staff cost is the Estimated Time multiplied by the staff Billable Rate for each selected staff member).

    Billable Rate

    The staff member's default billable rate for staff billing is displayed when you select a staff member. This rate is set in General Settings > Staff> Billable Rate and will be used if staff billingStaff billing is a client billing method based on billable rates associated with specific staff members. This method is useful if you have several staff working on a task but wish to charge them out at different rates, based on their experience, for example. Compare Task billing. is in effect (see Organisation Settings > Task Invoice Rate).

  5. Save your changes. The task details are updated.

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